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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 | $21,710 | $53,128-59.1% | $86,582-74.9% | $70,126-69.0% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 23.67% | 27.66%-4.0pp | 965.08%-941.4pp | 73.15%-49.5pp |
| Employer contribution / active EE | $1,514 | $2,068-26.8% | $2,839-46.7% | $2,343-35.4% |
| Participant deferral / active EE | $7,019 | $2,695+160.4% | $3,609+94.5% | $3,332+110.7% |
| Admin fee / account holder | $361 | $3,584-89.9% | $4,904-92.6% | $4,645-92.2% |