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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 | $72,371 | $93,346-22.5% | $71,796+0.8% | $273,972-73.6% |
| Participation rate | 95.0% | 76.5%+18.5pp | 69.1%+25.9pp | 83.0%+12.0pp |
| Annual return | 5.52% | 130.39%-124.9pp | 78.04%-72.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,018 | $2,733-62.8% | $1,924-47.1% | $4,869-79.1% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $12,802 | $6,571+94.8% | $4,815+165.9% | $10,133+26.3% |