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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 | $46,203 | $60,139-23.2% | $90,461-48.9% | $79,856-42.1% |
| Participation rate | 98.2% | 65.0%+33.3pp | 72.7%+25.6pp | 69.6%+28.6pp |
| Annual return | 16.56% | 71.96%-55.4pp | 1294.76%-1278.2pp | 31.71%-15.1pp |
| Employer contribution / active EE | $642 | $2,069-68.9% | $3,264-80.3% | $2,471-74.0% |
| Participant deferral / active EE | $3,161 | $2,939+7.6% | $3,964-20.3% | $3,741-15.5% |
| Admin fee / account holder | $1,139 | $3,978-71.4% | $5,617-79.7% | $5,306-78.5% |