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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 | $54,935 | $162,821-66.3% | $133,978-59.0% | $158,982-65.4% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 14.78% | 41.95%-27.2pp | 45.10%-30.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $2,059 | $4,976-58.6% | $3,919-47.5% | $4,763-56.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $435 | $11,742-96.3% | $8,930-95.1% | $11,252-96.1% |