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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 | $65,556 | $81,276-19.3% | $155,574-57.9% | $80,925-19.0% |
| Participation rate | 93.1% | 66.2%+26.9pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 0.00% | 33.36%-33.4pp | 64.87%-64.9pp | 35.65%-35.6pp |
| Employer contribution / active EE | $10,321 | $3,103+232.6% | $4,676+120.7% | $2,756+274.5% |
| Participant deferral / active EE | $0 | $3,453-100.0% | $5,629-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,119 | $7,993-23.4% | $15,914-61.5% | $6,940-11.8% |