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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 | $61,180 | $53,128+15.2% | $86,582-29.3% | $70,126-12.8% |
| Participation rate | 74.2% | 65.3%+8.9pp | 73.5%+0.6pp | 69.5%+4.7pp |
| Annual return | 21.48% | 27.66%-6.2pp | 965.08%-943.6pp | 73.15%-51.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,812 | $2,695+41.4% | $3,609+5.6% | $3,332+14.4% |
| Admin fee / account holder | $1,904 | $3,584-46.9% | $4,904-61.2% | $4,645-59.0% |