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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 | $19,528 | $58,311-66.5% | $81,882-76.2% | $80,959-75.9% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 20.73% | 41.85%-21.1pp | 779.47%-758.7pp | 35.67%-14.9pp |
| Employer contribution / active EE | $3,323 | $2,347+41.6% | $2,916+14.0% | $2,757+20.5% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $313 | $4,752-93.4% | $7,360-95.7% | $6,925-95.5% |