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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 | $65,708 | $77,145-14.8% | $108,410-39.4% | $85,856-23.5% |
| Participation rate | 94.1% | 74.7%+19.4pp | 80.1%+14.0pp | 69.3%+24.8pp |
| Annual return | 21.30% | 44.54%-23.2pp | 905.34%-884.0pp | 318.58%-297.3pp |
| Employer contribution / active EE | $2,023 | $2,379-15.0% | $3,558-43.2% | $2,565-21.2% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,562-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,490 | $5,172-51.9% | $7,296-65.9% | $6,261-60.2% |