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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 | $48,483 | $166,131-70.8% | $164,975-70.6% | $145,877-66.8% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 11.65% | 100.37%-88.7pp | 70.12%-58.5pp | 551.28%-539.6pp |
| Employer contribution / active EE | $5,263 | $5,276-0.2% | $4,343+21.2% | $4,663+12.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,631 | $16,648-42.2% | $12,688-24.1% | $13,402-28.1% |