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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 | $49,391 | $58,258-15.2% | $81,820-39.6% | $80,925-39.0% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.4%+24.7pp | 67.7%+29.4pp |
| Annual return | 12.61% | 41.76%-29.2pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $2,960 | $2,345+26.2% | $2,915+1.5% | $2,756+7.4% |
| Participant deferral / active EE | $856 | $3,284-73.9% | $4,323-80.2% | $4,299-80.1% |
| Admin fee / account holder | $936 | $4,976-81.2% | $7,391-87.3% | $6,940-86.5% |