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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 | $46,858 | $154,159-69.6% | $130,026-64.0% | $139,456-66.4% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.3pp | 80.3%+13.4pp |
| Annual return | 9.54% | 32.50%-23.0pp | -137.26%+146.8pp | 373.45%-363.9pp |
| Employer contribution / active EE | $4,579 | $5,292-13.5% | $4,321+6.0% | $4,753-3.7% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,288 | $14,001-83.7% | $10,608-78.4% | $11,407-79.9% |