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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 | $43,081 | $49,164-12.4% | $121,169-64.4% | $75,181-42.7% |
| Participation rate | 96.8% | 55.4%+41.3pp | 69.5%+27.3pp | 67.2%+29.6pp |
| Annual return | 14.00% | 56.03%-42.0pp | 986.71%-972.7pp | 160.69%-146.7pp |
| Employer contribution / active EE | $586 | $1,546-62.1% | $4,168-85.9% | $2,671-78.1% |
| Participant deferral / active EE | $2,091 | $2,628-20.4% | $4,083-48.8% | $4,126-49.3% |
| Admin fee / account holder | $786 | $3,942-80.1% | $5,645-86.1% | $5,650-86.1% |