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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 | $31,404 | $85,169-63.1% | $172,755-81.8% | $72,983-57.0% |
| Participation rate | 97.2% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 30.95% | 27.32%+3.6pp | 802.94%-772.0pp | 81.01%-50.1pp |
| Employer contribution / active EE | $1,268 | $3,324-61.9% | $5,144-75.4% | $2,440-48.0% |
| Participant deferral / active EE | $3,238 | $3,260-0.7% | $5,198-37.7% | $3,608-10.3% |
| Admin fee / account holder | $1,124 | $5,880-80.9% | $13,955-91.9% | $5,124-78.1% |