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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 | $48,277+5.2% | $67,511-24.8% | $80,874-37.2% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.6%+24.7pp |
| Annual return | 17.43% | 18.27%-0.8pp | 3517.41%-3500.0pp | 35.62%-18.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,946 | $2,926-33.5% | $4,000-51.4% | $4,297-54.7% |
| Admin fee / account holder | $1,519 | $3,687-58.8% | $3,999-62.0% | $6,935-78.1% |