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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 | $15,463 | $58,258-73.5% | $81,820-81.1% | $80,925-80.9% |
| Participation rate | 92.6% | 63.5%+29.1pp | 72.4%+20.2pp | 67.7%+24.9pp |
| Annual return | 18.15% | 41.76%-23.6pp | 777.93%-759.8pp | 35.65%-17.5pp |
| Employer contribution / active EE | $1,587 | $2,345-32.3% | $2,915-45.6% | $2,756-42.4% |
| Participant deferral / active EE | $1,113 | $3,284-66.1% | $4,323-74.3% | $4,299-74.1% |
| Admin fee / account holder | $1,594 | $4,976-68.0% | $7,391-78.4% | $6,940-77.0% |