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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 | $162,821-58.5% | $133,978-49.6% | $158,982-57.5% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 8.08% | 41.95%-33.9pp | 45.10%-37.0pp | 302.99%-294.9pp |
| Employer contribution / active EE | $4,383 | $4,976-11.9% | $3,919+11.8% | $4,763-8.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,256 | $11,742-80.8% | $8,930-74.7% | $11,252-80.0% |