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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 | $62,834 | $157,304-60.1% | $141,197-55.5% | $152,909-58.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 16.27% | 64.34%-48.1pp | 71.41%-55.1pp | 345.46%-329.2pp |
| Employer contribution / active EE | $5,062 | $5,263-3.8% | $4,736+6.9% | $4,764+6.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,446 | $12,126-79.8% | $10,265-76.2% | $11,601-78.9% |