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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 | $34,932 | $48,337-27.7% | $67,560-48.3% | $80,959-56.9% |
| Participation rate | 98.4% | 66.4%+31.9pp | 72.9%+25.4pp | 67.7%+30.7pp |
| Annual return | 15.51% | 18.26%-2.7pp | 3533.50%-3518.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,225 | $2,023+10.0% | $2,737-18.7% | $2,757-19.3% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,764 | $3,695-52.3% | $3,994-55.8% | $6,925-74.5% |