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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 | $47,728 | $53,837-11.3% | $75,717-37.0% | $85,856-44.4% |
| Participation rate | 73.5% | 69.1%+4.5pp | 74.8%-1.3pp | 69.3%+4.2pp |
| Annual return | 27.89% | 24.54%+3.4pp | 104.58%-76.7pp | 318.58%-290.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,595 | $2,895-10.4% | $3,821-32.1% | $3,952-34.3% |
| Admin fee / account holder | $2,641 | $3,341-21.0% | $3,619-27.0% | $6,261-57.8% |