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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 | $32,890 | $53,841-38.9% | $75,731-56.6% | $85,851-61.7% |
| Participation rate | 97.4% | 69.0%+28.3pp | 74.8%+22.5pp | 69.3%+28.0pp |
| Annual return | 15.41% | 24.54%-9.1pp | 104.65%-89.2pp | 318.63%-303.2pp |
| Employer contribution / active EE | $3,703 | $2,017+83.6% | $2,743+35.0% | $2,565+44.3% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,093 | $3,340-67.3% | $3,620-69.8% | $6,261-82.5% |