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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 | $57,521 | $54,763+5.0% | $90,324-36.3% | $72,976-21.2% |
| Participation rate | 94.0% | 65.2%+28.8pp | 73.3%+20.7pp | 69.5%+24.5pp |
| Annual return | 19.25% | 30.63%-11.4pp | 78.15%-58.9pp | 81.02%-61.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,580 | $2,887-10.6% | $3,885-33.6% | $3,608-28.5% |
| Admin fee / account holder | $10,295 | $3,973+159.1% | $5,356+92.2% | $5,124+100.9% |