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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 | $30,657 | $48,364-36.6% | $71,796-57.3% | $62,881-51.2% |
| Participation rate | 97.8% | 60.6%+37.2pp | 69.1%+28.7pp | 69.3%+28.5pp |
| Annual return | 12.90% | 13.16%-0.3pp | 78.04%-65.1pp | 20.14%-7.2pp |
| Employer contribution / active EE | $3,818 | $1,042+266.5% | $1,924+98.4% | $2,281+67.4% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $993 | $3,771-73.7% | $4,815-79.4% | $4,296-76.9% |