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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 | $72,086 | $98,240-26.6% | $82,312-12.4% | $147,586-51.2% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 8.96% | 30.85%-21.9pp | 25.88%-16.9pp | 578.59%-569.6pp |
| Employer contribution / active EE | $2,063 | $3,192-35.4% | $2,428-15.1% | $4,876-57.7% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,616 | $8,563-81.1% | $5,608-71.2% | $10,886-85.2% |