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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 | $17,195 | $60,139-71.4% | $90,461-81.0% | $79,856-78.5% |
| Participation rate | 76.0% | 65.0%+11.0pp | 72.7%+3.3pp | 69.6%+6.4pp |
| Annual return | 19.96% | 71.96%-52.0pp | 1294.76%-1274.8pp | 31.71%-11.7pp |
| Employer contribution / active EE | $798 | $2,069-61.4% | $3,264-75.6% | $2,471-67.7% |
| Participant deferral / active EE | $2,079 | $2,939-29.3% | $3,964-47.6% | $3,741-44.4% |
| Admin fee / account holder | $5,936 | $3,978+49.2% | $5,617+5.7% | $5,306+11.9% |