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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 | $12,678 | $60,139-78.9% | $90,461-86.0% | $79,856-84.1% |
| Participation rate | 80.0% | 65.0%+15.0pp | 72.7%+7.3pp | 69.6%+10.4pp |
| Annual return | 32.31% | 71.96%-39.6pp | 1294.76%-1262.5pp | 31.71%+0.6pp |
| Employer contribution / active EE | $1,332 | $2,069-35.6% | $3,264-59.2% | $2,471-46.1% |
| Participant deferral / active EE | $2,925 | $2,939-0.5% | $3,964-26.2% | $3,741-21.8% |
| Admin fee / account holder | $520 | $3,978-86.9% | $5,617-90.7% | $5,306-90.2% |