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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 | $32,388 | $60,139-46.1% | $90,461-64.2% | $79,856-59.4% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 19.34% | 71.96%-52.6pp | 1294.76%-1275.4pp | 31.71%-12.4pp |
| Employer contribution / active EE | $872 | $2,069-57.9% | $3,264-73.3% | $2,471-64.7% |
| Participant deferral / active EE | $1,422 | $2,939-51.6% | $3,964-64.1% | $3,741-62.0% |
| Admin fee / account holder | $3,374 | $3,978-15.2% | $5,617-39.9% | $5,306-36.4% |