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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 | $67,907 | $76,371-11.1% | $93,621-27.5% | $72,975-6.9% |
| Participation rate | 70.9% | 71.8%-0.8pp | 75.8%-4.9pp | 69.5%+1.4pp |
| Annual return | 49.31% | 25.82%+23.5pp | 32.76%+16.6pp | 81.01%-31.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,220 | $3,538-37.3% | $4,070-45.5% | $3,608-38.5% |
| Admin fee / account holder | $4,595 | $6,839-32.8% | $7,890-41.8% | $5,124-10.3% |