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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 | $39,171 | $65,555-40.2% | $86,216-54.6% | $75,173-47.9% |
| Participation rate | 84.6% | 60.5%+24.1pp | 69.0%+15.7pp | 67.2%+17.4pp |
| Annual return | 15.84% | 46.07%-30.2pp | 1169.42%-1153.6pp | 160.72%-144.9pp |
| Employer contribution / active EE | $650 | $1,553-58.2% | $2,382-72.7% | $2,671-75.7% |
| Participant deferral / active EE | $4,409 | $3,023+45.9% | $3,986+10.6% | $4,126+6.9% |
| Admin fee / account holder | $11,329 | $5,469+107.1% | $6,853+65.3% | $5,651+100.5% |