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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 | $36,632 | $60,128-39.1% | $90,440-59.5% | $79,852-54.1% |
| Participation rate | 73.8% | 65.0%+8.9pp | 72.7%+1.2pp | 69.6%+4.2pp |
| Annual return | 14.54% | 71.95%-57.4pp | 1294.38%-1279.8pp | 31.72%-17.2pp |
| Employer contribution / active EE | $545 | $2,068-73.7% | $3,263-83.3% | $2,471-78.0% |
| Participant deferral / active EE | $1,696 | $2,939-42.3% | $3,964-57.2% | $3,740-54.6% |
| Admin fee / account holder | $3,656 | $3,977-8.1% | $5,615-34.9% | $5,306-31.1% |