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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 | $47,906 | $72,404-33.8% | $110,241-56.5% | $64,181-25.4% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.2pp |
| Annual return | 39.14% | -6.29%+45.4pp | 314.75%-275.6pp | 7.63%+31.5pp |
| Employer contribution / active EE | $884 | $2,282-61.3% | $3,827-76.9% | $2,381-62.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $412 | $5,664-92.7% | $8,548-95.2% | $4,887-91.6% |