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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 | $16,192 | $60,139-73.1% | $90,461-82.1% | $79,856-79.7% |
| Participation rate | 73.6% | 65.0%+8.6pp | 72.7%+0.9pp | 69.6%+3.9pp |
| Annual return | 13.15% | 71.96%-58.8pp | 1294.76%-1281.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $497 | $2,069-76.0% | $3,264-84.8% | $2,471-79.9% |
| Participant deferral / active EE | $1,300 | $2,939-55.8% | $3,964-67.2% | $3,741-65.2% |
| Admin fee / account holder | $1,995 | $3,978-49.8% | $5,617-64.5% | $5,306-62.4% |