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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 | $85,170 | $64,311+32.4% | $57,356+48.5% | $125,389-32.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.1%+10.6pp | 83.2%+2.5pp |
| Annual return | 2.74% | 25.14%-22.4pp | 24.41%-21.7pp | 282.24%-279.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $12,458 | $3,846+223.9% | $3,162+294.0% | $5,352+132.8% |
| Admin fee / account holder | $10,341 | $5,243+97.2% | $3,357+208.0% | $9,541+8.4% |