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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 | $23,697 | $58,234-59.3% | $81,783-71.0% | $80,874-70.7% |
| Participation rate | 97.1% | 63.4%+33.7pp | 72.4%+24.7pp | 67.6%+29.5pp |
| Annual return | 13.04% | 41.70%-28.7pp | 775.05%-762.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $1,641 | $2,341-29.9% | $2,913-43.7% | $2,756-40.5% |
| Participant deferral / active EE | $2,542 | $3,283-22.6% | $4,320-41.2% | $4,297-40.8% |
| Admin fee / account holder | $424 | $4,982-91.5% | $7,380-94.3% | $6,935-93.9% |