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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 | $60,298 | $51,638+16.8% | $68,368-11.8% | $82,448-26.9% |
| Participation rate | 94.4% | 63.6%+30.8pp | 73.8%+20.6pp | 68.1%+26.3pp |
| Annual return | 17.62% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,845 | $2,914-2.4% | $4,123-31.0% | $4,139-31.3% |
| Admin fee / account holder | $5,618 | $4,643+21.0% | $5,150+9.1% | $7,234-22.3% |