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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 | $27,775 | $60,119-53.8% | $90,430-69.3% | $79,858-65.2% |
| Participation rate | 84.4% | 65.0%+19.4pp | 72.7%+11.7pp | 69.6%+14.7pp |
| Annual return | 10.97% | 71.94%-61.0pp | 1293.73%-1282.8pp | 31.72%-20.7pp |
| Employer contribution / active EE | $1,100 | $2,068-46.8% | $3,262-66.3% | $2,471-55.5% |
| Participant deferral / active EE | $2,219 | $2,938-24.5% | $3,963-44.0% | $3,740-40.7% |
| Admin fee / account holder | $2,847 | $3,976-28.4% | $5,613-49.3% | $5,306-46.3% |