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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 | $48,742 | $60,139-19.0% | $90,461-46.1% | $79,856-39.0% |
| Participation rate | 91.9% | 65.0%+26.9pp | 72.7%+19.2pp | 69.6%+22.3pp |
| Annual return | 10.99% | 71.96%-61.0pp | 1294.76%-1283.8pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,730 | $2,069-16.4% | $3,264-47.0% | $2,471-30.0% |
| Participant deferral / active EE | $2,031 | $2,939-30.9% | $3,964-48.8% | $3,741-45.7% |
| Admin fee / account holder | $2,105 | $3,978-47.1% | $5,617-62.5% | $5,306-60.3% |