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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 | $39,605 | $58,258-32.0% | $81,820-51.6% | $80,925-51.1% |
| Participation rate | 93.9% | 63.5%+30.5pp | 72.4%+21.6pp | 67.7%+26.3pp |
| Annual return | 12.82% | 41.76%-28.9pp | 777.93%-765.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,035 | $2,345+29.4% | $2,915+4.1% | $2,756+10.1% |
| Participant deferral / active EE | $4,877 | $3,284+48.5% | $4,323+12.8% | $4,299+13.5% |
| Admin fee / account holder | $4,372 | $4,976-12.1% | $7,391-40.8% | $6,940-37.0% |