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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 | $58,723 | $72,404-18.9% | $110,243-46.7% | $64,173-8.5% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.6%+23.0pp |
| Annual return | 13.11% | -6.29%+19.4pp | 314.76%-301.6pp | 7.63%+5.5pp |
| Employer contribution / active EE | $6,828 | $2,282+199.3% | $3,827+78.4% | $2,381+186.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $747 | $5,664-86.8% | $8,548-91.3% | $4,887-84.7% |