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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 | $51,244 | $140,578-63.5% | $100,671-49.1% | $125,389-59.1% |
| Participation rate | 90.0% | 80.4%+9.6pp | 70.7%+19.3pp | 83.2%+6.8pp |
| Annual return | 2.48% | 24.67%-22.2pp | 20.43%-17.9pp | 282.24%-279.8pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,581 | $3,981+15.1% | $3,144+45.7% | $5,352-14.4% |
| Admin fee / account holder | $2,822 | $6,716-58.0% | $4,850-41.8% | $9,541-70.4% |