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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 | $32,808 | $56,287-41.7% | $80,977-59.5% | $62,881-47.8% |
| Participation rate | 90.0% | 68.9%+21.1pp | 75.8%+14.2pp | 69.3%+20.7pp |
| Annual return | 35.67% | 22.13%+13.5pp | 17.11%+18.6pp | 20.14%+15.5pp |
| Employer contribution / active EE | $1,213 | $1,943-37.6% | $3,715-67.3% | $2,281-46.8% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $386 | $3,742-89.7% | $5,517-93.0% | $4,296-91.0% |