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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 | $38,224 | $65,961-42.1% | $180,320-78.8% | $94,015-59.3% |
| Participation rate | 96.8% | 61.3%+35.6pp | 71.5%+25.3pp | 70.8%+26.0pp |
| Annual return | 11.68% | 14.27%-2.6pp | 778.54%-766.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $3,091 | $1,737+77.9% | $4,108-24.8% | $2,790+10.8% |
| Participant deferral / active EE | $0 | $3,003-100.0% | $4,304-100.0% | $4,249-100.0% |
| Admin fee / account holder | $734 | $4,901-85.0% | $10,000-92.7% | $8,951-91.8% |