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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 | $60,119-65.7% | $90,430-77.2% | $79,858-74.2% |
| Participation rate | 84.0% | 65.0%+19.0pp | 72.7%+11.3pp | 69.6%+14.4pp |
| Annual return | 11.16% | 71.94%-60.8pp | 1293.73%-1282.6pp | 31.72%-20.6pp |
| Employer contribution / active EE | $1,544 | $2,068-25.3% | $3,262-52.7% | $2,471-37.5% |
| Participant deferral / active EE | $2,739 | $2,938-6.8% | $3,963-30.9% | $3,740-26.8% |
| Admin fee / account holder | $654 | $3,976-83.6% | $5,613-88.4% | $5,306-87.7% |