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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 | $52,987 | $60,128-11.9% | $90,440-41.4% | $79,852-33.6% |
| Participation rate | 87.6% | 65.0%+22.6pp | 72.7%+14.9pp | 69.6%+18.0pp |
| Annual return | 15.70% | 71.95%-56.2pp | 1294.38%-1278.7pp | 31.72%-16.0pp |
| Employer contribution / active EE | $1,968 | $2,068-4.9% | $3,263-39.7% | $2,471-20.4% |
| Participant deferral / active EE | $2,718 | $2,939-7.5% | $3,964-31.4% | $3,740-27.3% |
| Admin fee / account holder | $2,056 | $3,977-48.3% | $5,615-63.4% | $5,306-61.2% |