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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 | $58,258-58.6% | $81,820-70.5% | $80,925-70.2% |
| Participation rate | 97.0% | 63.5%+33.5pp | 72.4%+24.6pp | 67.7%+29.3pp |
| Annual return | 16.08% | 41.76%-25.7pp | 777.93%-761.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $4,614 | $2,345+96.7% | $2,915+58.3% | $2,756+67.4% |
| Participant deferral / active EE | $2,960 | $3,284-9.8% | $4,323-31.5% | $4,299-31.1% |
| Admin fee / account holder | $308 | $4,976-93.8% | $7,391-95.8% | $6,940-95.6% |