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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 | $72,475 | $115,814-37.4% | $101,275-28.4% | $158,982-54.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.7pp |
| Annual return | 10.04% | 56.16%-46.1pp | 46.48%-36.4pp | 302.99%-292.9pp |
| Employer contribution / active EE | $2,143 | $4,176-48.7% | $3,660-41.5% | $4,763-55.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $615 | $7,249-91.5% | $5,948-89.7% | $11,252-94.5% |