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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 | $48,292 | $62,549-22.8% | $85,705-43.7% | $85,851-43.7% |
| Participation rate | 96.7% | 61.1%+35.5pp | 69.9%+26.8pp | 69.3%+27.3pp |
| Annual return | 12.69% | 23.77%-11.1pp | 21.49%-8.8pp | 318.63%-305.9pp |
| Employer contribution / active EE | $9,682 | $1,755+451.5% | $2,619+269.7% | $2,565+277.4% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,054 | $4,644+159.6% | $6,877+75.3% | $6,261+92.5% |