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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 | $65,343 | $101,063-35.3% | $81,473-19.8% | $147,586-55.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 68.0%+12.0pp | 82.8%-2.8pp |
| Annual return | 12.81% | 32.41%-19.6pp | 38.78%-26.0pp | 578.59%-565.8pp |
| Employer contribution / active EE | $1,775 | $3,206-44.6% | $2,568-30.9% | $4,876-63.6% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $408 | $5,812-93.0% | $4,561-91.1% | $10,886-96.3% |