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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 | $35,958 | $28,624+25.6% | $53,647-33.0% | $82,637-56.5% |
| Participation rate | 71.4% | 47.3%+24.2pp | 56.3%+15.1pp | 68.1%+3.4pp |
| Annual return | 15.53% | 664.98%-649.5pp | 358.33%-342.8pp | 53.51%-38.0pp |
| Employer contribution / active EE | $641 | $637+0.8% | $962-33.3% | $2,552-74.9% |
| Participant deferral / active EE | $1,020 | $1,196-14.7% | $1,813-43.7% | $4,126-75.3% |
| Admin fee / account holder | $679 | $2,022-66.4% | $2,460-72.4% | $7,339-90.7% |