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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 | $63,105 | $108,226-41.7% | $77,513-18.6% | $158,950-60.3% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 11.81% | 31.67%-19.9pp | 54.81%-43.0pp | 302.91%-291.1pp |
| Employer contribution / active EE | $3,600 | $1,325+171.7% | $987+264.9% | $4,762-24.4% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,708 | $3,710-27.0% | $2,859-5.3% | $11,248-75.9% |