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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 | $43,549 | $60,119-27.6% | $90,414-51.8% | $79,860-45.5% |
| Participation rate | 76.7% | 65.0%+11.7pp | 72.7%+4.0pp | 69.6%+7.0pp |
| Annual return | 15.73% | 71.94%-56.2pp | 1293.19%-1277.5pp | 31.72%-16.0pp |
| Employer contribution / active EE | $647 | $2,068-68.7% | $3,262-80.2% | $2,471-73.8% |
| Participant deferral / active EE | $5,175 | $2,938+76.1% | $3,963+30.6% | $3,740+38.4% |
| Admin fee / account holder | $2,517 | $3,976-36.7% | $5,611-55.1% | $5,306-52.6% |