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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 | $62,608 | $53,128+17.8% | $86,582-27.7% | $70,126-10.7% |
| Participation rate | 93.1% | 65.3%+27.8pp | 73.5%+19.6pp | 69.5%+23.6pp |
| Annual return | 13.51% | 27.66%-14.2pp | 965.08%-951.6pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,268 | $2,695-15.8% | $3,609-37.1% | $3,332-31.9% |
| Admin fee / account holder | $4,073 | $3,584+13.7% | $4,904-16.9% | $4,645-12.3% |