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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 | $64,738 | $53,837+20.2% | $75,717-14.5% | $85,856-24.6% |
| Participation rate | 91.8% | 69.1%+22.7pp | 74.8%+17.0pp | 69.3%+22.5pp |
| Annual return | 12.56% | 24.54%-12.0pp | 104.58%-92.0pp | 318.58%-306.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,741 | $2,895-39.8% | $3,821-54.4% | $3,952-55.9% |
| Admin fee / account holder | $2,283 | $3,341-31.7% | $3,619-36.9% | $6,261-63.5% |