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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 | $69,621 | $45,050+54.5% | $63,018+10.5% | $70,126-0.7% |
| Participation rate | 80.0% | 69.5%+10.5pp | 74.8%+5.2pp | 69.5%+10.5pp |
| Annual return | 18.74% | 18.76%0pp | 87.62%-68.9pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,396 | $2,466+78.3% | $3,330+32.0% | $3,332+31.9% |
| Admin fee / account holder | $582 | $2,834-79.5% | $3,601-83.8% | $4,645-87.5% |