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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 | $52,498 | $56,484-7.1% | $169,452-69.0% | $64,173-18.2% |
| Participation rate | 97.7% | 64.5%+33.1pp | 77.8%+19.9pp | 69.6%+28.1pp |
| Annual return | 114.49% | -1.55%+116.0pp | 1.83%+112.7pp | 7.63%+106.9pp |
| Employer contribution / active EE | $4,811 | $1,832+162.5% | $4,157+15.7% | $2,381+102.1% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,639 | $4,174-36.8% | $9,110-71.0% | $4,887-46.0% |