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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 | $24,342 | $28,624-15.0% | $53,647-54.6% | $82,637-70.5% |
| Participation rate | 97.4% | 47.3%+50.1pp | 56.3%+41.1pp | 68.1%+29.3pp |
| Annual return | 20.16% | 664.98%-644.8pp | 358.33%-338.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $2,968 | $637+366.3% | $962+208.6% | $2,552+16.3% |
| Participant deferral / active EE | $2,796 | $1,196+133.8% | $1,813+54.2% | $4,126-32.2% |
| Admin fee / account holder | $1,151 | $2,022-43.1% | $2,460-53.2% | $7,339-84.3% |