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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 | $63,124 | $166,131-62.0% | $164,975-61.7% | $145,877-56.7% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 9.48% | 100.37%-90.9pp | 70.12%-60.6pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,634 | $5,276-50.1% | $4,343-39.3% | $4,663-43.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,318 | $16,648-68.1% | $12,688-58.1% | $13,402-60.3% |