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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 | $64,662 | $86,298-25.1% | $111,308-41.9% | $85,847-24.7% |
| Participation rate | 98.9% | 73.3%+25.6pp | 77.3%+21.6pp | 69.3%+29.6pp |
| Annual return | 19.94% | 19.99%0pp | 54.67%-34.7pp | 318.61%-298.7pp |
| Employer contribution / active EE | $2,151 | $2,044+5.2% | $2,732-21.3% | $2,565-16.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,401 | $8,189-58.5% | $7,965-57.3% | $6,261-45.7% |