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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 | $61,374 | $158,852-61.4% | $121,220-49.4% | $135,380-54.7% |
| Participation rate | 94.1% | 79.3%+14.8pp | 71.8%+22.4pp | 82.6%+11.5pp |
| Annual return | 6.88% | -0.64%+7.5pp | 16.94%-10.1pp | 519.81%-512.9pp |
| Employer contribution / active EE | $0 | $5,666-100.0% | $4,023-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,231 | $4,006+5.6% | $3,345+26.5% | $5,609-24.6% |
| Admin fee / account holder | $4,973 | $6,515-23.7% | $5,021-1.0% | $10,828-54.1% |