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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 | $32,643 | $68,097-52.1% | $62,929-48.1% | $137,256-76.2% |
| Participation rate | 94.1% | 77.4%+16.7pp | 73.1%+21.0pp | 80.0%+14.2pp |
| Annual return | 12.40% | 1859.11%-1846.7pp | 1063.93%-1051.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,731 | $2,811-38.4% | $2,505-30.9% | $4,156-58.4% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,940 | $6,521-54.9% | $5,065-42.0% | $12,270-76.0% |