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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 | $40,623 | $61,125-33.5% | $94,057-56.8% | $87,485-53.6% |
| Participation rate | 89.3% | 64.1%+25.2pp | 73.3%+15.9pp | 68.9%+20.4pp |
| Annual return | 14.70% | 35.20%-20.5pp | 480.62%-465.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,257 | $3,260+91.9% | $4,709+32.9% | $4,274+46.4% |
| Admin fee / account holder | $2,402 | $5,629-57.3% | $7,244-66.8% | $7,775-69.1% |