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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 | $49,782 | $70,587-29.5% | $124,693-60.1% | $85,847-42.0% |
| Participation rate | 98.1% | 64.4%+33.7pp | 74.6%+23.5pp | 69.3%+28.8pp |
| Annual return | 15.16% | 20688.83%-20673.7pp | 5144.19%-5129.0pp | 318.61%-303.4pp |
| Employer contribution / active EE | $1,610 | $1,913-15.9% | $3,324-51.6% | $2,565-37.3% |
| Participant deferral / active EE | $2,338 | $2,969-21.2% | $4,615-49.3% | $3,952-40.8% |
| Admin fee / account holder | $3,228 | $5,282-38.9% | $7,494-56.9% | $6,261-48.4% |