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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 | $25,616 | $55,930-54.2% | $76,089-66.3% | $80,925-68.3% |
| Participation rate | 91.4% | 62.1%+29.4pp | 69.1%+22.3pp | 67.7%+23.8pp |
| Annual return | 11.91% | 20.58%-8.7pp | 360.94%-349.0pp | 35.65%-23.7pp |
| Employer contribution / active EE | $2,219 | $1,866+18.9% | $2,690-17.5% | $2,756-19.5% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $455 | $5,241-91.3% | $6,418-92.9% | $6,940-93.4% |