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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 | $17,439 | $80,812-78.4% | $160,784-89.2% | $82,448-78.8% |
| Participation rate | 97.4% | 66.2%+31.1pp | 77.0%+20.4pp | 68.1%+29.3pp |
| Annual return | 17.18% | 100.59%-83.4pp | 1803.92%-1786.7pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,876 | $2,174-13.7% | $3,733-49.8% | $2,551-26.5% |
| Participant deferral / active EE | $2,874 | $4,335-33.7% | $6,293-54.3% | $4,139-30.6% |
| Admin fee / account holder | $1,361 | $7,695-82.3% | $9,717-86.0% | $7,234-81.2% |