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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 | $31,233 | $58,234-46.4% | $81,783-61.8% | $80,874-61.4% |
| Participation rate | 84.4% | 63.4%+20.9pp | 72.4%+12.0pp | 67.6%+16.7pp |
| Annual return | 17.07% | 41.70%-24.6pp | 775.05%-758.0pp | 35.62%-18.5pp |
| Employer contribution / active EE | $2,865 | $2,341+22.4% | $2,913-1.6% | $2,756+4.0% |
| Participant deferral / active EE | $7,038 | $3,283+114.4% | $4,320+62.9% | $4,297+63.8% |
| Admin fee / account holder | $1,058 | $4,982-78.8% | $7,380-85.7% | $6,935-84.7% |