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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 | $32,142 | $58,258-44.8% | $81,820-60.7% | $80,925-60.3% |
| Participation rate | 95.5% | 63.5%+32.1pp | 72.4%+23.1pp | 67.7%+27.9pp |
| Annual return | 14.03% | 41.76%-27.7pp | 777.93%-763.9pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,493 | $2,345-36.4% | $2,915-48.8% | $2,756-45.8% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,668 | $4,976-46.4% | $7,391-63.9% | $6,940-61.6% |