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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 | $22,468 | $60,128-62.6% | $90,440-75.2% | $79,852-71.9% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 15.47% | 71.95%-56.5pp | 1294.38%-1278.9pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,295 | $2,068-37.4% | $3,263-60.3% | $2,471-47.6% |
| Participant deferral / active EE | $4,627 | $2,939+57.5% | $3,964+16.7% | $3,740+23.7% |
| Admin fee / account holder | $3,354 | $3,977-15.7% | $5,615-40.3% | $5,306-36.8% |