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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 | $48,261 | $45,041+7.1% | $63,003-23.4% | $70,131-31.2% |
| Participation rate | 88.0% | 69.5%+18.5pp | 74.8%+13.2pp | 69.5%+18.5pp |
| Annual return | 27.50% | 18.76%+8.7pp | 87.59%-60.1pp | 73.14%-45.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,261 | $2,465+72.8% | $3,329+28.0% | $3,332+27.9% |
| Admin fee / account holder | $4,114 | $2,836+45.1% | $3,600+14.3% | $4,645-11.4% |