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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 | $28,531 | $58,241-51.0% | $81,780-65.1% | $80,911-64.7% |
| Participation rate | 91.8% | 63.4%+28.4pp | 72.4%+19.5pp | 67.6%+24.2pp |
| Annual return | 18.18% | 41.73%-23.5pp | 776.27%-758.1pp | 35.63%-17.5pp |
| Employer contribution / active EE | $1,372 | $2,343-41.5% | $2,914-52.9% | $2,756-50.2% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $820 | $4,973-83.5% | $7,384-88.9% | $6,935-88.2% |