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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 | $45,050+7.1% | $63,018-23.4% | $70,126-31.2% |
| Participation rate | 88.0% | 69.5%+18.5pp | 74.8%+13.2pp | 69.5%+18.5pp |
| Annual return | 27.50% | 18.76%+8.7pp | 87.62%-60.1pp | 73.15%-45.7pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,261 | $2,466+72.8% | $3,330+28.0% | $3,332+27.9% |
| Admin fee / account holder | $4,114 | $2,834+45.2% | $3,601+14.2% | $4,645-11.5% |