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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 | $50,792 | $103,008-50.7% | $90,304-43.8% | $152,897-66.8% |
| Participation rate | 86.4% | 75.9%+10.5pp | 73.3%+13.1pp | 82.5%+3.9pp |
| Annual return | 23.45% | 95.22%-71.8pp | 78.13%-54.7pp | 345.43%-322.0pp |
| Employer contribution / active EE | $4,028 | $3,139+28.3% | $2,855+41.1% | $4,764-15.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,977 | $6,175-3.2% | $5,354+11.6% | $11,599-48.5% |