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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 | $32,563 | $81,208-59.9% | $98,920-67.1% | $79,856-59.2% |
| Participation rate | 96.0% | 72.5%+23.5pp | 76.0%+20.0pp | 69.6%+26.4pp |
| Annual return | 14.44% | 60.99%-46.5pp | 196.47%-182.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,168 | $1,960-40.4% | $2,689-56.6% | $2,471-52.7% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $500 | $6,013-91.7% | $6,643-92.5% | $5,306-90.6% |