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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 | $49,976+20.7% | $66,674-9.6% | $82,637-27.0% |
| Participation rate | 94.4% | 63.1%+31.3pp | 73.7%+20.7pp | 68.1%+26.3pp |
| Annual return | 17.62% | 39.09%-21.5pp | 321.24%-303.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,845 | $2,847-0.1% | $4,084-30.3% | $4,126-31.1% |
| Admin fee / account holder | $5,618 | $4,594+22.3% | $5,098+10.2% | $7,339-23.4% |