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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 | $48,327-21.5% | $67,575-43.9% | $80,935-53.2% |
| Participation rate | 94.7% | 66.4%+28.3pp | 72.9%+21.8pp | 67.7%+27.1pp |
| Annual return | 17.65% | 18.31%-0.7pp | 3528.98%-3511.3pp | 35.66%-18.0pp |
| Employer contribution / active EE | $1,405 | $2,022-30.5% | $2,736-48.6% | $2,757-49.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $372 | $3,692-89.9% | $3,993-90.7% | $6,924-94.6% |