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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 | $56,817 | $53,841+5.5% | $75,731-25.0% | $85,851-33.8% |
| Participation rate | 97.7% | 69.0%+28.7pp | 74.8%+22.9pp | 69.3%+28.4pp |
| Annual return | 18.43% | 24.54%-6.1pp | 104.65%-86.2pp | 318.63%-300.2pp |
| Employer contribution / active EE | $7,955 | $2,017+294.3% | $2,743+190.0% | $2,565+210.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,357 | $3,340-29.5% | $3,620-34.9% | $6,261-62.4% |