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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 | $29,671 | $60,128-50.7% | $90,440-67.2% | $79,852-62.8% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 10.67% | 71.95%-61.3pp | 1294.38%-1283.7pp | 31.72%-21.1pp |
| Employer contribution / active EE | $2,613 | $2,068+26.4% | $3,263-19.9% | $2,471+5.8% |
| Participant deferral / active EE | $2,663 | $2,939-9.4% | $3,964-32.8% | $3,740-28.8% |
| Admin fee / account holder | $376 | $3,977-90.6% | $5,615-93.3% | $5,306-92.9% |