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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 | $71,210 | $95,415-25.4% | $185,851-61.7% | $85,851-17.1% |
| Participation rate | 95.5% | 68.8%+26.7pp | 81.7%+13.7pp | 69.3%+26.1pp |
| Annual return | 24.67% | 23.59%+1.1pp | 122.11%-97.4pp | 318.63%-294.0pp |
| Employer contribution / active EE | $1,748 | $3,314-47.3% | $5,168-66.2% | $2,565-31.9% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,540 | $7,215+73.8% | $16,245-22.8% | $6,261+100.3% |