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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 | $62,551 | $100,970-38.0% | $96,576-35.2% | $137,256-54.4% |
| Participation rate | 95.0% | 82.6%+12.4pp | 81.4%+13.6pp | 80.0%+15.0pp |
| Annual return | 15.61% | 38.16%-22.5pp | 38.47%-22.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,756 | $3,809-53.9% | $3,553-50.6% | $4,156-57.8% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $21,639 | $11,312+91.3% | $11,381+90.1% | $12,270+76.4% |