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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 | $58,258-59.3% | $81,820-71.0% | $80,925-70.7% |
| Participation rate | 97.1% | 63.5%+33.6pp | 72.4%+24.7pp | 67.7%+29.4pp |
| Annual return | 13.04% | 41.76%-28.7pp | 777.93%-764.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $1,641 | $2,345-30.0% | $2,915-43.7% | $2,756-40.5% |
| Participant deferral / active EE | $2,542 | $3,284-22.6% | $4,323-41.2% | $4,299-40.9% |
| Admin fee / account holder | $424 | $4,976-91.5% | $7,391-94.3% | $6,940-93.9% |