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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 | $65,724 | $106,864-38.5% | $147,318-55.4% | $82,637-20.5% |
| Participation rate | 98.6% | 75.5%+23.1pp | 82.1%+16.6pp | 68.1%+30.6pp |
| Annual return | 0.00% | 27.49%-27.5pp | 70.43%-70.4pp | 53.51%-53.5pp |
| Employer contribution / active EE | $4,344 | $3,417+27.1% | $4,593-5.4% | $2,552+70.2% |
| Participant deferral / active EE | $11,629 | $6,496+79.0% | $7,906+47.1% | $4,126+181.9% |
| Admin fee / account holder | $4,885 | $8,415-41.9% | $13,708-64.4% | $7,339-33.4% |