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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 | $31,452 | $76,551-58.9% | $123,894-74.6% | $62,881-50.0% |
| Participation rate | 98.9% | 73.0%+25.9pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | 36.75% | 18.68%+18.1pp | 47.52%-10.8pp | 20.14%+16.6pp |
| Employer contribution / active EE | $1,999 | $2,882-30.6% | $4,617-56.7% | $2,281-12.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,836 | $4,826-62.0% | $8,357-78.0% | $4,296-57.3% |