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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 | $19,348 | $58,241-66.8% | $81,780-76.3% | $80,911-76.1% |
| Participation rate | 90.4% | 63.4%+26.9pp | 72.4%+18.0pp | 67.6%+22.7pp |
| Annual return | 16.19% | 41.73%-25.5pp | 776.27%-760.1pp | 35.63%-19.4pp |
| Employer contribution / active EE | $1,767 | $2,343-24.6% | $2,914-39.4% | $2,756-35.9% |
| Participant deferral / active EE | $871 | $3,283-73.5% | $4,321-79.8% | $4,297-79.7% |
| Admin fee / account holder | $1,115 | $4,973-77.6% | $7,384-84.9% | $6,935-83.9% |