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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 | $28,612 | $90,607-68.4% | $79,467-64.0% | $135,380-78.9% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | 6.42% | 977.74%-971.3pp | 718.30%-711.9pp | 519.81%-513.4pp |
| Employer contribution / active EE | $1,621 | $3,068-47.2% | $2,800-42.1% | $4,779-66.1% |
| Participant deferral / active EE | $2,853 | $4,050-29.6% | $3,704-23.0% | $5,609-49.1% |
| Admin fee / account holder | $1,078 | $5,895-81.7% | $5,104-78.9% | $10,828-90.0% |