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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 | $30,748 | $53,837-42.9% | $75,714-59.4% | $85,847-64.2% |
| Participation rate | 93.5% | 69.1%+24.5pp | 74.8%+18.7pp | 69.3%+24.2pp |
| Annual return | 20.14% | 24.54%-4.4pp | 104.62%-84.5pp | 318.61%-298.5pp |
| Employer contribution / active EE | $2,973 | $2,017+47.4% | $2,744+8.4% | $2,565+15.9% |
| Participant deferral / active EE | $1,118 | $2,895-61.4% | $3,820-70.7% | $3,952-71.7% |
| Admin fee / account holder | $703 | $3,339-78.9% | $3,619-80.6% | $6,261-88.8% |