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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 | $65,821 | $80,812-18.5% | $160,784-59.1% | $82,448-20.2% |
| Participation rate | 91.1% | 66.2%+24.9pp | 77.0%+14.2pp | 68.1%+23.0pp |
| Annual return | 28.22% | 100.59%-72.4pp | 1803.92%-1775.7pp | 41.64%-13.4pp |
| Employer contribution / active EE | $579 | $2,174-73.4% | $3,733-84.5% | $2,551-77.3% |
| Participant deferral / active EE | $3,084 | $4,335-28.9% | $6,293-51.0% | $4,139-25.5% |
| Admin fee / account holder | $1,164 | $7,695-84.9% | $9,717-88.0% | $7,234-83.9% |