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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 | $20,605 | $60,128-65.7% | $90,440-77.2% | $79,852-74.2% |
| Participation rate | 84.0% | 65.0%+19.0pp | 72.7%+11.3pp | 69.6%+14.4pp |
| Annual return | 11.16% | 71.95%-60.8pp | 1294.38%-1283.2pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,544 | $2,068-25.3% | $3,263-52.7% | $2,471-37.5% |
| Participant deferral / active EE | $2,739 | $2,939-6.8% | $3,964-30.9% | $3,740-26.8% |
| Admin fee / account holder | $654 | $3,977-83.6% | $5,615-88.4% | $5,306-87.7% |