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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 | $50,549 | $40,275+25.5% | $57,356-11.9% | $59,633-15.2% |
| Participation rate | 93.6% | 69.1%+24.5pp | 75.1%+18.5pp | 68.7%+24.9pp |
| Annual return | 3.30% | 27.52%-24.2pp | 24.41%-21.1pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,707 | $2,400+137.8% | $3,162+80.5% | $3,192+78.8% |
| Admin fee / account holder | $15,469 | $2,820+448.5% | $3,357+360.8% | $4,297+260.0% |