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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 | $47,412 | $64,311-26.3% | $57,356-17.3% | $125,389-62.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 83.2%+6.8pp |
| Annual return | 1.98% | 25.14%-23.2pp | 24.41%-22.4pp | 282.24%-280.3pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,936 | $3,846+28.3% | $3,162+56.1% | $5,352-7.8% |
| Admin fee / account holder | $833 | $5,243-84.1% | $3,357-75.2% | $9,541-91.3% |