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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 | $60,119-62.6% | $90,430-75.2% | $79,858-71.9% |
| Participation rate | 96.0% | 65.0%+31.0pp | 72.7%+23.3pp | 69.6%+26.4pp |
| Annual return | 15.47% | 71.94%-56.5pp | 1293.73%-1278.3pp | 31.72%-16.2pp |
| Employer contribution / active EE | $1,295 | $2,068-37.3% | $3,262-60.3% | $2,471-47.6% |
| Participant deferral / active EE | $4,627 | $2,938+57.5% | $3,963+16.8% | $3,740+23.7% |
| Admin fee / account holder | $3,354 | $3,976-15.7% | $5,613-40.3% | $5,306-36.8% |