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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 | $61,125-1.4% | $94,057-35.9% | $87,485-31.1% |
| Participation rate | 94.4% | 64.1%+30.3pp | 73.3%+21.0pp | 68.9%+25.4pp |
| Annual return | 17.62% | 35.20%-17.6pp | 480.62%-463.0pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,845 | $3,260-12.7% | $4,709-39.6% | $4,274-33.4% |
| Admin fee / account holder | $5,618 | $5,629-0.2% | $7,244-22.5% | $7,775-27.7% |