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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 | $48,518 | $49,976-2.9% | $66,674-27.2% | $82,637-41.3% |
| Participation rate | 92.6% | 63.1%+29.5pp | 73.7%+18.9pp | 68.1%+24.5pp |
| Annual return | 20.71% | 39.09%-18.4pp | 321.24%-300.5pp | 53.51%-32.8pp |
| Employer contribution / active EE | $7,786 | $1,988+291.6% | $2,620+197.2% | $2,552+205.1% |
| Participant deferral / active EE | $6,208 | $2,847+118.1% | $4,084+52.0% | $4,126+50.4% |
| Admin fee / account holder | $688 | $4,594-85.0% | $5,098-86.5% | $7,339-90.6% |