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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 | $57,479 | $126,113-54.4% | $116,096-50.5% | $155,188-63.0% |
| Participation rate | 84.6% | 75.1%+9.5pp | 73.3%+11.3pp | 80.8%+3.8pp |
| Annual return | 5.12% | 391.72%-386.6pp | 326.25%-321.1pp | 148.84%-143.7pp |
| Employer contribution / active EE | $1,538 | $2,672-42.4% | $2,503-38.5% | $4,248-63.8% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $27,020 | $8,045+235.9% | $7,704+250.7% | $14,480+86.6% |