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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 | $24,121 | $58,311-58.6% | $81,882-70.5% | $80,959-70.2% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.4%+24.6pp | 67.7%+29.3pp |
| Annual return | 16.08% | 41.85%-25.8pp | 779.47%-763.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $4,614 | $2,347+96.6% | $2,916+58.2% | $2,757+67.3% |
| Participant deferral / active EE | $2,960 | $3,287-9.9% | $4,323-31.5% | $4,300-31.2% |
| Admin fee / account holder | $308 | $4,752-93.5% | $7,360-95.8% | $6,925-95.6% |