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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 | $50,771 | $48,337+5.0% | $67,560-24.8% | $80,959-37.3% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.7%+24.6pp |
| Annual return | 17.43% | 18.26%-0.8pp | 3533.50%-3516.1pp | 35.67%-18.2pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,946 | $2,928-33.5% | $4,004-51.4% | $4,300-54.7% |
| Admin fee / account holder | $1,519 | $3,695-58.9% | $3,994-62.0% | $6,925-78.1% |