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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 | $53,693 | $166,131-67.7% | $164,975-67.5% | $145,877-63.2% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 17.88% | 100.37%-82.5pp | 70.12%-52.2pp | 551.28%-533.4pp |
| Employer contribution / active EE | $2,632 | $5,276-50.1% | $4,343-39.4% | $4,663-43.6% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,155 | $16,648-81.1% | $12,688-75.1% | $13,402-76.5% |