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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 | $30,438 | $60,139-49.4% | $90,461-66.4% | $79,856-61.9% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 15.11% | 71.96%-56.9pp | 1294.76%-1279.7pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,328 | $2,069-35.8% | $3,264-59.3% | $2,471-46.2% |
| Participant deferral / active EE | $2,928 | $2,939-0.4% | $3,964-26.2% | $3,741-21.7% |
| Admin fee / account holder | $3,589 | $3,978-9.8% | $5,617-36.1% | $5,306-32.4% |