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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 | $36,913 | $127,790-71.1% | $106,555-65.4% | $167,536-78.0% |
| Participation rate | 95.7% | 78.3%+17.4pp | 76.1%+19.5pp | 82.1%+13.5pp |
| Annual return | 16.85% | 33.88%-17.0pp | 26.80%-10.0pp | 478.82%-462.0pp |
| Employer contribution / active EE | $957 | $3,428-72.1% | $2,819-66.1% | $4,839-80.2% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,409 | $11,229-78.5% | $7,408-67.5% | $12,315-80.4% |