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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 | $75,174 | $64,311+16.9% | $57,356+31.1% | $125,389-40.0% |
| Participation rate | 94.4% | 78.6%+15.8pp | 75.1%+19.4pp | 83.2%+11.3pp |
| Annual return | 1.23% | 25.14%-23.9pp | 24.41%-23.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,709 | $3,846+74.4% | $3,162+112.2% | $5,352+25.4% |
| Admin fee / account holder | $2,056 | $5,243-60.8% | $3,357-38.8% | $9,541-78.4% |