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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 | $73,745 | $157,296-53.1% | $141,191-47.8% | $152,897-51.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 15.73% | 64.34%-48.6pp | 71.41%-55.7pp | 345.43%-329.7pp |
| Employer contribution / active EE | $4,868 | $5,262-7.5% | $4,736+2.8% | $4,764+2.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,351 | $12,125-88.9% | $10,264-86.8% | $11,599-88.4% |