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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 | $78,197-55.0% | $98,090-64.1% | $82,637-57.4% |
| Participation rate | 98.6% | 77.5%+21.1pp | 81.5%+17.1pp | 68.1%+30.6pp |
| Annual return | 37.36% | 40.25%-2.9pp | 37.05%+0.3pp | 53.51%-16.1pp |
| Employer contribution / active EE | $953 | $2,605-63.4% | $3,606-73.6% | $2,552-62.7% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,845-100.0% | $4,126-100.0% |
| Admin fee / account holder | $441 | $14,832-97.0% | $11,815-96.3% | $7,339-94.0% |