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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 | $63,957 | $162,785-60.7% | $133,959-52.3% | $158,950-59.8% |
| Participation rate | 94.4% | 83.2%+11.2pp | 79.8%+14.6pp | 82.0%+12.5pp |
| Annual return | 17.37% | 41.94%-24.6pp | 45.09%-27.7pp | 302.91%-285.5pp |
| Employer contribution / active EE | $4,444 | $4,975-10.7% | $3,919+13.4% | $4,762-6.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,990 | $11,738-83.0% | $8,928-77.7% | $11,248-82.3% |