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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 | $58,689 | $100,041-41.3% | $149,718-60.8% | $70,131-16.3% |
| Participation rate | 98.4% | 83.6%+14.8pp | 87.1%+11.4pp | 69.5%+28.9pp |
| Annual return | 13.47% | 27.43%-14.0pp | 1501.67%-1488.2pp | 73.14%-59.7pp |
| Employer contribution / active EE | $3,438 | $3,662-6.1% | $5,445-36.9% | $2,342+46.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,673 | $8,286-43.6% | $11,283-58.6% | $4,645+0.6% |