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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 | $87,037-28.1% | $106,201-41.0% | $80,874-22.6% |
| Participation rate | 75.6% | 70.4%+5.1pp | 75.3%+0.3pp | 67.6%+7.9pp |
| Annual return | 75.09% | 17.05%+58.0pp | 116.26%-41.2pp | 35.62%+39.5pp |
| Employer contribution / active EE | $2,002 | $2,396-16.5% | $3,170-36.8% | $2,756-27.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,886 | $8,434-42.1% | $11,039-55.7% | $6,935-29.6% |