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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 | $49,901 | $60,119-17.0% | $90,430-44.8% | $79,858-37.5% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 23.59% | 71.94%-48.3pp | 1293.73%-1270.1pp | 31.72%-8.1pp |
| Employer contribution / active EE | $915 | $2,068-55.8% | $3,262-72.0% | $2,471-63.0% |
| Participant deferral / active EE | $2,500 | $2,938-14.9% | $3,963-36.9% | $3,740-33.2% |
| Admin fee / account holder | $827 | $3,976-79.2% | $5,613-85.3% | $5,306-84.4% |