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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 | $40,693 | $53,128-23.4% | $86,582-53.0% | $70,126-42.0% |
| Participation rate | 72.4% | 65.3%+7.1pp | 73.5%-1.1pp | 69.5%+2.9pp |
| Annual return | 44.52% | 27.66%+16.9pp | 965.08%-920.6pp | 73.15%-28.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,534 | $2,695-6.0% | $3,609-29.8% | $3,332-23.9% |
| Admin fee / account holder | $5,017 | $3,584+40.0% | $4,904+2.3% | $4,645+8.0% |