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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 | $47,070 | $48,364-2.7% | $71,796-34.4% | $62,881-25.1% |
| Participation rate | 96.7% | 60.6%+36.0pp | 69.1%+27.6pp | 69.3%+27.4pp |
| Annual return | 7.37% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,334 | $1,042+316.0% | $1,924+125.2% | $2,281+90.0% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,505 | $3,771-7.1% | $4,815-27.2% | $4,296-18.4% |