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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 | $39,936 | $54,380-26.6% | $68,509-41.7% | $59,633-33.0% |
| Participation rate | 98.3% | 70.2%+28.1pp | 74.7%+23.6pp | 68.7%+29.6pp |
| Annual return | 26.76% | 2.83%+23.9pp | 8.27%+18.5pp | 2041.45%-2014.7pp |
| Employer contribution / active EE | $13,386 | $1,539+770.0% | $2,278+487.6% | $2,203+507.7% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $359 | $3,885-90.8% | $5,275-93.2% | $4,297-91.7% |