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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 | $35,607 | $49,897-28.6% | $80,648-55.8% | $75,177-52.6% |
| Participation rate | 98.6% | 55.3%+43.2pp | 67.0%+31.6pp | 67.2%+31.4pp |
| Annual return | 17.33% | 34.68%-17.3pp | 937.21%-919.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,242 | $1,699-26.9% | $2,724-54.4% | $2,671-53.5% |
| Participant deferral / active EE | $3,022 | $2,992+1.0% | $4,443-32.0% | $4,126-26.8% |
| Admin fee / account holder | $1,148 | $3,579-67.9% | $5,382-78.7% | $5,651-79.7% |