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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 | $37,915 | $48,277-21.5% | $67,511-43.8% | $80,874-53.1% |
| Participation rate | 94.7% | 66.4%+28.4pp | 72.9%+21.8pp | 67.6%+27.1pp |
| Annual return | 17.65% | 18.27%-0.6pp | 3517.41%-3499.8pp | 35.62%-18.0pp |
| Employer contribution / active EE | $1,405 | $2,021-30.5% | $2,733-48.6% | $2,756-49.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $372 | $3,687-89.9% | $3,999-90.7% | $6,935-94.6% |