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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 | $37,216 | $51,184-27.3% | $66,439-44.0% | $86,983-57.2% |
| Participation rate | 97.7% | 68.5%+29.2pp | 74.5%+23.2pp | 69.5%+28.2pp |
| Annual return | 12.58% | 17.07%-4.5pp | 757.66%-745.1pp | 25.83%-13.2pp |
| Employer contribution / active EE | $2,416 | $2,023+19.4% | $2,637-8.4% | $2,584-6.5% |
| Participant deferral / active EE | $2,241 | $2,927-23.5% | $3,876-42.2% | $4,194-46.6% |
| Admin fee / account holder | $666 | $4,154-84.0% | $6,173-89.2% | $7,856-91.5% |