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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 | $67,994 | $141,004-51.8% | $112,273-39.4% | $139,466-51.2% |
| Participation rate | 76.5% | 79.2%-2.7pp | 72.4%+4.0pp | 80.3%-3.9pp |
| Annual return | 18.95% | 32.75%-13.8pp | 30.23%-11.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $3,959 | $4,285-7.6% | $3,431+15.4% | $4,754-16.7% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $56,253 | $9,959+464.8% | $7,752+625.6% | $11,409+393.1% |