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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 | $40,954 | $53,837-23.9% | $75,714-45.9% | $85,847-52.3% |
| Participation rate | 95.6% | 69.1%+26.5pp | 74.8%+20.7pp | 69.3%+26.2pp |
| Annual return | 16.03% | 24.54%-8.5pp | 104.62%-88.6pp | 318.61%-302.6pp |
| Employer contribution / active EE | $1,820 | $2,017-9.8% | $2,744-33.7% | $2,565-29.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,267 | $3,339-62.0% | $3,619-65.0% | $6,261-79.8% |