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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 | $26,317 | $77,157-65.9% | $108,405-75.7% | $85,851-69.3% |
| Participation rate | 94.6% | 74.7%+19.9pp | 80.1%+14.5pp | 69.3%+25.3pp |
| Annual return | 14.46% | 44.55%-30.1pp | 905.55%-891.1pp | 318.63%-304.2pp |
| Employer contribution / active EE | $999 | $2,379-58.0% | $3,559-71.9% | $2,565-61.1% |
| Participant deferral / active EE | $3,004 | $5,567-46.0% | $6,563-54.2% | $3,952-24.0% |
| Admin fee / account holder | $497 | $5,174-90.4% | $7,297-93.2% | $6,261-92.1% |