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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 | $33,871 | $95,453-64.5% | $112,040-69.8% | $82,448-58.9% |
| Participation rate | 93.3% | 72.8%+20.6pp | 76.5%+16.8pp | 68.1%+25.3pp |
| Annual return | 123.49% | 23.92%+99.6pp | 24.52%+99.0pp | 41.64%+81.8pp |
| Employer contribution / active EE | $732 | $2,318-68.4% | $2,954-75.2% | $2,551-71.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $584 | $9,013-93.5% | $12,098-95.2% | $7,234-91.9% |