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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 | $29,110 | $95,415-69.5% | $185,851-84.3% | $85,851-66.1% |
| Participation rate | 97.7% | 68.8%+28.9pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 16.91% | 23.59%-6.7pp | 122.11%-105.2pp | 318.63%-301.7pp |
| Employer contribution / active EE | $2,019 | $3,314-39.1% | $5,168-60.9% | $2,565-21.3% |
| Participant deferral / active EE | $1,108 | $3,424-67.7% | $5,569-80.1% | $3,952-72.0% |
| Admin fee / account holder | $927 | $7,215-87.2% | $16,245-94.3% | $6,261-85.2% |