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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 | $55,674 | $82,678-32.7% | $125,391-55.6% | $68,490-18.7% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | 5.31% | -5.97%+11.3pp | 572.41%-567.1pp | -7.85%+13.2pp |
| Employer contribution / active EE | $3,619 | $3,382+7.0% | $4,816-24.9% | $2,597+39.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,004 | $6,277-84.0% | $10,009-90.0% | $5,403-81.4% |