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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 | $47,731 | $53,128-10.2% | $86,581-44.9% | $70,124-31.9% |
| Participation rate | 92.7% | 65.3%+27.4pp | 73.5%+19.1pp | 69.5%+23.1pp |
| Annual return | 16.23% | 27.66%-11.4pp | 965.06%-948.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,920 | $2,695+45.4% | $3,609+8.6% | $3,332+17.6% |
| Admin fee / account holder | $2,141 | $3,584-40.3% | $4,904-56.3% | $4,645-53.9% |