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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 | $56,739 | $40,264+40.9% | $57,349-1.1% | $59,633-4.9% |
| Participation rate | 83.3% | 69.2%+14.2pp | 75.1%+8.2pp | 68.7%+14.7pp |
| Annual return | 2.24% | 27.51%-25.3pp | 24.40%-22.2pp | 2041.40%-2039.2pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,788 | $2,400-25.5% | $3,162-43.5% | $3,192-44.0% |
| Admin fee / account holder | $1,212 | $2,819-57.0% | $3,356-63.9% | $4,297-71.8% |