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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 | $67,767 | $53,837+25.9% | $75,714-10.5% | $85,847-21.1% |
| Participation rate | 88.6% | 69.1%+19.5pp | 74.8%+13.7pp | 69.3%+19.3pp |
| Annual return | 27.53% | 24.54%+3.0pp | 104.62%-77.1pp | 318.61%-291.1pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,838 | $2,895+101.6% | $3,820+52.8% | $3,952+47.7% |
| Admin fee / account holder | $889 | $3,339-73.4% | $3,619-75.4% | $6,261-85.8% |