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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 | $39,691 | $68,097-41.7% | $62,929-36.9% | $137,256-71.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 13.72% | 1859.11%-1845.4pp | 1063.93%-1050.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,998 | $2,811-28.9% | $2,505-20.2% | $4,156-51.9% |
| Participant deferral / active EE | $2,343 | $4,553-48.5% | $3,888-39.7% | $6,407-63.4% |
| Admin fee / account holder | $13,839 | $6,521+112.2% | $5,065+173.3% | $12,270+12.8% |