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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 | $20,815 | $81,643-74.5% | $70,462-70.5% | $158,950-86.9% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 19.45% | 208.51%-189.1pp | 109.08%-89.6pp | 302.91%-283.5pp |
| Employer contribution / active EE | $551 | $3,218-82.9% | $2,737-79.9% | $4,762-88.4% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $704 | $6,194-88.6% | $3,845-81.7% | $11,248-93.7% |