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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 | $62,103 | $45,041+37.9% | $63,003-1.4% | $70,131-11.4% |
| Participation rate | 96.2% | 69.5%+26.6pp | 74.8%+21.3pp | 69.5%+26.6pp |
| Annual return | 17.37% | 18.76%-1.4pp | 87.59%-70.2pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,266 | $2,465+32.5% | $3,329-1.9% | $3,332-2.0% |
| Admin fee / account holder | $2,118 | $2,836-25.3% | $3,600-41.2% | $4,645-54.4% |