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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 | $62,618 | $75,962-17.6% | $154,108-59.4% | $64,173-2.4% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | -5.71% | 30.32%-36.0pp | 735.21%-740.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,072 | $3,350-38.1% | $5,298-60.9% | $2,381-13.0% |
| Participant deferral / active EE | $2,965 | $3,175-6.6% | $5,081-41.6% | $3,470-14.5% |
| Admin fee / account holder | $2,718 | $5,589-51.4% | $13,411-79.7% | $4,887-44.4% |