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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 | $19,440 | $77,449-74.9% | $69,483-72.0% | $152,909-87.3% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.6%+19.5pp | 82.5%+11.7pp |
| Annual return | 16.79% | 39.09%-22.3pp | 28.99%-12.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $1,326 | $3,316-60.0% | $2,780-52.3% | $4,764-72.2% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $355 | $6,210-94.3% | $3,841-90.7% | $11,601-96.9% |