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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 | $69,139 | $110,093-37.2% | $97,295-28.9% | $145,897-52.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 10.23% | 244.76%-234.5pp | 75.62%-65.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $4,444 | $3,077+44.4% | $2,723+63.2% | $4,663-4.7% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,314 | $6,212+17.7% | $5,646+29.5% | $13,390-45.4% |