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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 | $41,488 | $45,152-8.1% | $73,836-43.8% | $59,633-30.4% |
| Participation rate | 96.3% | 64.0%+32.3pp | 73.4%+22.9pp | 68.7%+27.6pp |
| Annual return | 0.96% | 27.40%-26.4pp | 2268.06%-2267.1pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $3,966 | $1,901+108.6% | $2,787+42.3% | $2,203+80.1% |
| Participant deferral / active EE | $4,556 | $2,573+77.1% | $3,583+27.2% | $3,192+42.8% |
| Admin fee / account holder | $483 | $3,515-86.3% | $4,882-90.1% | $4,297-88.8% |