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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 | $64,133 | $64,324-0.3% | $118,914-46.1% | $79,856-19.7% |
| Participation rate | 93.3% | 64.9%+28.5pp | 75.4%+17.9pp | 69.6%+23.7pp |
| Annual return | 16.12% | 86.45%-70.3pp | 35.89%-19.8pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,220 | $1,836+20.9% | $3,264-32.0% | $2,471-10.2% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $585 | $4,040-85.5% | $6,582-91.1% | $5,306-89.0% |