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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 | $21,520 | $60,119-64.2% | $90,430-76.2% | $79,858-73.1% |
| Participation rate | 75.6% | 65.0%+10.6pp | 72.7%+2.9pp | 69.6%+5.9pp |
| Annual return | 15.79% | 71.94%-56.1pp | 1293.73%-1277.9pp | 31.72%-15.9pp |
| Employer contribution / active EE | $923 | $2,068-55.3% | $3,262-71.7% | $2,471-62.6% |
| Participant deferral / active EE | $1,431 | $2,938-51.3% | $3,963-63.9% | $3,740-61.7% |
| Admin fee / account holder | $861 | $3,976-78.4% | $5,613-84.7% | $5,306-83.8% |