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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 | $127,602 | $53,841+137.0% | $75,731+68.5% | $85,851+48.6% |
| Participation rate | 87.5% | 69.0%+18.5pp | 74.8%+12.7pp | 69.3%+18.2pp |
| Annual return | 25.05% | 24.54%+0.5pp | 104.65%-79.6pp | 318.63%-293.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,288 | $2,895+117.2% | $3,820+64.6% | $3,952+59.1% |
| Admin fee / account holder | $1,226 | $3,340-63.3% | $3,620-66.1% | $6,261-80.4% |