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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 | $32,792 | $80,992-59.5% | $96,534-66.0% | $75,173-56.4% |
| Participation rate | 97.6% | 71.8%+25.8pp | 76.0%+21.6pp | 67.2%+30.4pp |
| Annual return | 27.09% | 27.05%0pp | 25.88%+1.2pp | 160.72%-133.6pp |
| Employer contribution / active EE | $3,417 | $2,283+49.7% | $2,965+15.2% | $2,671+28.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,633 | $6,717-75.7% | $8,253-80.2% | $5,651-71.1% |