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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 | $58,241-15.2% | $81,780-39.6% | $80,911-39.0% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.4%+24.7pp | 67.6%+29.4pp |
| Annual return | 12.61% | 41.73%-29.1pp | 776.27%-763.7pp | 35.63%-23.0pp |
| Employer contribution / active EE | $2,960 | $2,343+26.3% | $2,914+1.6% | $2,756+7.4% |
| Participant deferral / active EE | $856 | $3,283-73.9% | $4,321-80.2% | $4,297-80.1% |
| Admin fee / account holder | $936 | $4,973-81.2% | $7,384-87.3% | $6,935-86.5% |