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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 | $61,823 | $48,314+28.0% | $67,561-8.5% | $80,925-23.6% |
| Participation rate | 92.6% | 66.4%+26.2pp | 72.9%+19.7pp | 67.7%+24.9pp |
| Annual return | 12.76% | 18.28%-5.5pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $938 | $2,022-53.6% | $2,735-65.7% | $2,756-66.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,329 | $3,690-64.0% | $4,006-66.8% | $6,940-80.8% |