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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 | $39,070 | $95,406-59.0% | $185,849-79.0% | $85,847-54.5% |
| Participation rate | 94.9% | 68.8%+26.1pp | 81.7%+13.2pp | 69.3%+25.6pp |
| Annual return | 16.51% | 23.59%-7.1pp | 122.10%-105.6pp | 318.61%-302.1pp |
| Employer contribution / active EE | $1,151 | $3,314-65.3% | $5,169-77.7% | $2,565-55.1% |
| Participant deferral / active EE | $1,289 | $3,424-62.4% | $5,569-76.9% | $3,952-67.4% |
| Admin fee / account holder | $2,446 | $7,214-66.1% | $16,244-84.9% | $6,261-60.9% |