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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 | $21,015 | $95,383-78.0% | $185,837-88.7% | $85,856-75.5% |
| Participation rate | 98.3% | 68.8%+29.5pp | 81.7%+16.6pp | 69.3%+29.0pp |
| Annual return | 19.77% | 23.59%-3.8pp | 122.08%-102.3pp | 318.58%-298.8pp |
| Employer contribution / active EE | $4,249 | $3,313+28.2% | $5,168-17.8% | $2,565+65.6% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $592 | $7,213-91.8% | $16,241-96.4% | $6,261-90.5% |