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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 | $72,141 | $158,852-54.6% | $121,220-40.5% | $135,380-46.7% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.8%+6.0pp | 82.6%-4.9pp |
| Annual return | 30.84% | -0.64%+31.5pp | 16.94%+13.9pp | 519.81%-489.0pp |
| Employer contribution / active EE | $3,599 | $5,666-36.5% | $4,023-10.5% | $4,779-24.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,999 | $6,515-54.0% | $5,021-40.3% | $10,828-72.3% |