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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 | $18,432 | $60,139-69.4% | $90,461-79.6% | $79,856-76.9% |
| Participation rate | 97.3% | 65.0%+32.3pp | 72.7%+24.6pp | 69.6%+27.7pp |
| Annual return | 15.63% | 71.96%-56.3pp | 1294.76%-1279.1pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,036 | $2,069-49.9% | $3,264-68.3% | $2,471-58.1% |
| Participant deferral / active EE | $2,511 | $2,939-14.6% | $3,964-36.7% | $3,741-32.9% |
| Admin fee / account holder | $1,284 | $3,978-67.7% | $5,617-77.1% | $5,306-75.8% |