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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 | $62,543 | $162,812-61.6% | $133,971-53.3% | $158,966-60.7% |
| Participation rate | 89.5% | 83.2%+6.2pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 9.24% | 41.94%-32.7pp | 45.09%-35.9pp | 302.95%-293.7pp |
| Employer contribution / active EE | $11,579 | $4,976+132.7% | $3,919+195.5% | $4,762+143.1% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,711 | $11,741-85.4% | $8,929-80.8% | $11,250-84.8% |