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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 | $45,207 | $60,139-24.8% | $90,461-50.0% | $79,856-43.4% |
| Participation rate | 86.8% | 65.0%+21.8pp | 72.7%+14.1pp | 69.6%+17.2pp |
| Annual return | 16.04% | 71.96%-55.9pp | 1294.76%-1278.7pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,962 | $2,069-5.2% | $3,264-39.9% | $2,471-20.6% |
| Participant deferral / active EE | $1,780 | $2,939-39.4% | $3,964-55.1% | $3,741-52.4% |
| Admin fee / account holder | $2,579 | $3,978-35.2% | $5,617-54.1% | $5,306-51.4% |