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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 | $22,286 | $53,841-58.6% | $75,731-70.6% | $85,851-74.0% |
| Participation rate | 90.4% | 69.0%+21.3pp | 74.8%+15.6pp | 69.3%+21.1pp |
| Annual return | 27.98% | 24.54%+3.4pp | 104.65%-76.7pp | 318.63%-290.7pp |
| Employer contribution / active EE | $2,016 | $2,017-0.1% | $2,743-26.5% | $2,565-21.4% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $803 | $3,340-76.0% | $3,620-77.8% | $6,261-87.2% |