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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 | $44,919 | $60,128-25.3% | $90,440-50.3% | $79,852-43.7% |
| Participation rate | 95.2% | 65.0%+30.2pp | 72.7%+22.5pp | 69.6%+25.5pp |
| Annual return | 14.45% | 71.95%-57.5pp | 1294.38%-1279.9pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,613 | $2,068-22.0% | $3,263-50.6% | $2,471-34.7% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,267 | $3,977-17.9% | $5,615-41.8% | $5,306-38.4% |