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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 | $27,526 | $47,479-42.0% | $62,929-56.3% | $82,448-66.6% |
| Participation rate | 97.7% | 66.9%+30.9pp | 73.1%+24.6pp | 68.1%+29.7pp |
| Annual return | 14.06% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,062 | $1,885-43.7% | $2,505-57.6% | $2,551-58.4% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $3,888-100.0% | $4,139-100.0% |
| Admin fee / account holder | $721 | $3,804-81.0% | $5,065-85.8% | $7,234-90.0% |