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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 | $19,156 | $60,128-68.1% | $90,440-78.8% | $79,852-76.0% |
| Participation rate | 87.1% | 65.0%+22.1pp | 72.7%+14.4pp | 69.6%+17.5pp |
| Annual return | 22.95% | 71.95%-49.0pp | 1294.38%-1271.4pp | 31.72%-8.8pp |
| Employer contribution / active EE | $1,119 | $2,068-45.9% | $3,263-65.7% | $2,471-54.7% |
| Participant deferral / active EE | $1,838 | $2,939-37.4% | $3,964-53.6% | $3,740-50.9% |
| Admin fee / account holder | $866 | $3,977-78.2% | $5,615-84.6% | $5,306-83.7% |