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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 | $52,569 | $110,212-52.3% | $96,534-45.5% | $139,466-62.3% |
| Participation rate | 92.9% | 78.1%+14.7pp | 76.0%+16.9pp | 80.3%+12.5pp |
| Annual return | 21.74% | 26.42%-4.7pp | 25.88%-4.1pp | 373.66%-351.9pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,779 | $5,547+22.2% | $4,851+39.8% | $6,712+1.0% |
| Admin fee / account holder | $1,147 | $11,599-90.1% | $8,253-86.1% | $11,409-89.9% |