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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 | $51,147 | $48,284+5.9% | $67,524-24.3% | $80,911-36.8% |
| Participation rate | 88.9% | 66.4%+22.5pp | 72.9%+16.0pp | 67.6%+21.2pp |
| Annual return | 11.41% | 18.27%-6.9pp | 3519.41%-3508.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,316 | $2,927-20.9% | $4,001-42.1% | $4,297-46.1% |
| Admin fee / account holder | $2,363 | $3,688-35.9% | $4,001-40.9% | $6,935-65.9% |