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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 | $67,517 | $162,781-58.5% | $133,956-49.6% | $158,931-57.5% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 8.08% | 41.94%-33.9pp | 45.09%-37.0pp | 302.86%-294.8pp |
| Employer contribution / active EE | $4,383 | $4,975-11.9% | $3,919+11.8% | $4,761-8.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $2,256 | $11,736-80.8% | $8,927-74.7% | $11,247-79.9% |