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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 | $28,743 | $60,119-52.2% | $90,430-68.2% | $79,858-64.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.89% | 71.94%-59.0pp | 1293.73%-1280.8pp | 31.72%-18.8pp |
| Employer contribution / active EE | $345 | $2,068-83.3% | $3,262-89.4% | $2,471-86.0% |
| Participant deferral / active EE | $2,633 | $2,938-10.4% | $3,963-33.6% | $3,740-29.6% |
| Admin fee / account holder | $1,500 | $3,976-62.3% | $5,613-73.3% | $5,306-71.7% |