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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 | $74,638 | $53,841+38.6% | $75,731-1.4% | $85,851-13.1% |
| Participation rate | 76.1% | 69.0%+7.0pp | 74.8%+1.3pp | 69.3%+6.8pp |
| Annual return | 21.22% | 24.54%-3.3pp | 104.65%-83.4pp | 318.63%-297.4pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,797 | $2,895+65.7% | $3,820+25.6% | $3,952+21.4% |
| Admin fee / account holder | $1,006 | $3,340-69.9% | $3,620-72.2% | $6,261-83.9% |