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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 | $90,421 | $115,796-21.9% | $101,264-10.7% | $158,950-43.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 12.59% | 56.15%-43.6pp | 46.48%-33.9pp | 302.91%-290.3pp |
| Employer contribution / active EE | $3,571 | $4,175-14.5% | $3,660-2.4% | $4,762-25.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,370 | $7,247-81.1% | $5,947-77.0% | $11,248-87.8% |