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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 | $72,808 | $86,294-15.6% | $111,303-34.6% | $85,856-15.2% |
| Participation rate | 90.6% | 73.3%+17.2pp | 77.3%+13.2pp | 69.3%+21.2pp |
| Annual return | 21.29% | 19.99%+1.3pp | 54.66%-33.4pp | 318.58%-297.3pp |
| Employer contribution / active EE | $943 | $2,043-53.8% | $2,731-65.5% | $2,565-63.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,669 | $8,189-79.6% | $7,966-79.0% | $6,261-73.3% |