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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 | $59,803 | $53,841+11.1% | $75,731-21.0% | $85,851-30.3% |
| Participation rate | 82.8% | 69.0%+13.7pp | 74.8%+7.9pp | 69.3%+13.4pp |
| Annual return | 33.07% | 24.54%+8.5pp | 104.65%-71.6pp | 318.63%-285.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,581 | $2,895+23.7% | $3,820-6.3% | $3,952-9.4% |
| Admin fee / account holder | $381 | $3,340-88.6% | $3,620-89.5% | $6,261-93.9% |