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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 | $87,320 | $93,346-6.5% | $71,796+21.6% | $273,972-68.1% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 16.94% | 130.39%-113.5pp | 78.04%-61.1pp | 41.46%-24.5pp |
| Employer contribution / active EE | $417 | $2,733-84.8% | $1,924-78.3% | $4,869-91.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,228 | $6,571-35.7% | $4,815-12.2% | $10,133-58.3% |