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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,218 | $78,520-55.1% | $96,576-63.5% | $82,448-57.3% |
| Participation rate | 98.6% | 77.7%+20.9pp | 81.4%+17.2pp | 68.1%+30.5pp |
| Annual return | 37.36% | 41.30%-3.9pp | 38.47%-1.1pp | 41.64%-4.3pp |
| Employer contribution / active EE | $953 | $2,630-63.8% | $3,553-73.2% | $2,551-62.6% |
| Participant deferral / active EE | $0 | $6,754-100.0% | $7,956-100.0% | $4,139-100.0% |
| Admin fee / account holder | $441 | $13,455-96.7% | $11,381-96.1% | $7,234-93.9% |