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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 | $60,818 | $81,870-25.7% | $119,634-49.2% | $68,490-11.2% |
| Participation rate | 92.7% | 71.9%+20.8pp | 79.3%+13.4pp | 67.9%+24.8pp |
| Annual return | 38.53% | -23.82%+62.4pp | -14.98%+53.5pp | -7.85%+46.4pp |
| Employer contribution / active EE | $14,882 | $2,692+452.9% | $4,232+251.6% | $2,597+473.1% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,593 | $6,583-15.0% | $10,329-45.9% | $5,403+3.5% |