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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 | $39,277 | $60,119-34.7% | $90,430-56.6% | $79,858-50.8% |
| Participation rate | 93.2% | 65.0%+28.2pp | 72.7%+20.5pp | 69.6%+23.5pp |
| Annual return | 22.16% | 71.94%-49.8pp | 1293.73%-1271.6pp | 31.72%-9.6pp |
| Employer contribution / active EE | $1,378 | $2,068-33.4% | $3,262-57.8% | $2,471-44.2% |
| Participant deferral / active EE | $5,552 | $2,938+89.0% | $3,963+40.1% | $3,740+48.4% |
| Admin fee / account holder | $1,126 | $3,976-71.7% | $5,613-79.9% | $5,306-78.8% |