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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 | $58,241-44.8% | $81,780-60.7% | $80,911-60.3% |
| Participation rate | 95.5% | 63.4%+32.1pp | 72.4%+23.2pp | 67.6%+27.9pp |
| Annual return | 14.03% | 41.73%-27.7pp | 776.27%-762.2pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,493 | $2,343-36.3% | $2,914-48.8% | $2,756-45.8% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,668 | $4,973-46.3% | $7,384-63.9% | $6,935-61.5% |