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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 | $59,533 | $70,435-15.5% | $96,575-38.4% | $85,856-30.7% |
| Participation rate | 87.5% | 61.8%+25.7pp | 69.8%+17.7pp | 69.3%+18.2pp |
| Annual return | 14.59% | 18.59%-4.0pp | 37.79%-23.2pp | 318.58%-304.0pp |
| Employer contribution / active EE | $3,750 | $1,413+165.4% | $2,357+59.1% | $2,565+46.2% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,790 | $4,997-44.2% | $6,182-54.9% | $6,261-55.4% |