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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 | $74,371 | $54,355+36.8% | $82,744-10.1% | $68,486+8.6% |
| Participation rate | 96.7% | 63.9%+32.7pp | 72.6%+24.1pp | 67.9%+28.8pp |
| Annual return | 1.18% | -13.67%+14.9pp | 702.22%-701.0pp | -7.85%+9.0pp |
| Employer contribution / active EE | $4,231 | $2,219+90.7% | $3,008+40.6% | $2,597+62.9% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,309 | $4,397+20.7% | $5,325-0.3% | $5,404-1.8% |