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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 | $48,277-27.6% | $67,511-48.3% | $80,874-56.8% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.6%+30.7pp |
| Annual return | 15.51% | 18.27%-2.8pp | 3517.41%-3501.9pp | 35.62%-20.1pp |
| Employer contribution / active EE | $2,225 | $2,021+10.1% | $2,733-18.6% | $2,756-19.3% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,764 | $3,687-52.2% | $3,999-55.9% | $6,935-74.6% |