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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 | $62,620 | $87,106-28.1% | $105,607-40.7% | $80,935-22.6% |
| Participation rate | 75.6% | 70.4%+5.1pp | 75.3%+0.3pp | 67.7%+7.9pp |
| Annual return | 75.09% | 17.01%+58.1pp | 116.11%-41.0pp | 35.66%+39.4pp |
| Employer contribution / active EE | $2,002 | $2,396-16.5% | $3,167-36.8% | $2,757-27.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,886 | $8,447-42.2% | $10,958-55.4% | $6,924-29.4% |