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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 | $62,492 | $45,050+38.7% | $63,018-0.8% | $70,126-10.9% |
| Participation rate | 78.1% | 69.5%+8.6pp | 74.8%+3.3pp | 69.5%+8.6pp |
| Annual return | 14.76% | 18.76%-4.0pp | 87.62%-72.9pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,412 | $2,466+78.9% | $3,330+32.5% | $3,332+32.4% |
| Admin fee / account holder | $3,936 | $2,834+38.9% | $3,601+9.3% | $4,645-15.3% |