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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 | $58,109 | $77,638-25.2% | $156,551-62.9% | $62,881-7.6% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | 7.12% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,293 | $3,046+41.0% | $4,871-11.9% | $3,203+34.0% |
| Admin fee / account holder | $17,997 | $5,561+223.6% | $13,028+38.1% | $4,296+318.9% |