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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 | $50,372 | $152,591-67.0% | $117,529-57.1% | $134,545-62.6% |
| Participation rate | 81.3% | 77.1%+4.1pp | 70.6%+10.6pp | 81.2%0pp |
| Annual return | 12.13% | 53.04%-40.9pp | 29.77%-17.6pp | 418.37%-406.2pp |
| Employer contribution / active EE | $3,844 | $5,576-31.1% | $4,179-8.0% | $4,742-18.9% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,393 | $7,004-8.7% | $5,645+13.2% | $11,431-44.1% |