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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 | $70,633 | $58,275+21.2% | $81,844-13.7% | $80,935-12.7% |
| Participation rate | 81.5% | 63.5%+18.0pp | 72.4%+9.1pp | 67.7%+13.8pp |
| Annual return | 14.12% | 41.82%-27.7pp | 778.87%-764.7pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,871 | $2,346+65.0% | $2,916+32.7% | $2,757+40.4% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $27,730 | $4,749+484.0% | $7,355+277.0% | $6,924+300.5% |