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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 | $58,275-66.5% | $81,844-76.1% | $80,935-75.9% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.4%+23.6pp | 67.7%+28.3pp |
| Annual return | 20.73% | 41.82%-21.1pp | 778.87%-758.1pp | 35.66%-14.9pp |
| Employer contribution / active EE | $3,323 | $2,346+41.7% | $2,916+13.9% | $2,757+20.5% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $313 | $4,749-93.4% | $7,355-95.7% | $6,924-95.5% |