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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 | $61,397 | $70,418-12.8% | $96,570-36.4% | $85,847-28.5% |
| Participation rate | 96.2% | 61.8%+34.3pp | 69.8%+26.3pp | 69.3%+26.8pp |
| Annual return | 14.24% | 18.59%-4.3pp | 37.79%-23.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $5,604 | $1,413+296.5% | $2,357+137.7% | $2,565+118.4% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,847 | $4,995-63.0% | $6,182-70.1% | $6,261-70.5% |