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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 | $77,358-54.5% | $102,184-65.5% | $87,485-59.7% |
| Participation rate | 98.6% | 78.7%+19.9pp | 82.6%+16.0pp | 68.9%+29.7pp |
| Annual return | 37.36% | 41.11%-3.7pp | 31.58%+5.8pp | 26.06%+11.3pp |
| Employer contribution / active EE | $953 | $2,562-62.8% | $3,594-73.5% | $2,596-63.3% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $441 | $6,809-93.5% | $11,609-96.2% | $7,775-94.3% |