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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 | $16,904 | $60,139-71.9% | $90,461-81.3% | $79,856-78.8% |
| Participation rate | 82.5% | 65.0%+17.5pp | 72.7%+9.8pp | 69.6%+12.9pp |
| Annual return | 11.65% | 71.96%-60.3pp | 1294.76%-1283.1pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,153 | $2,069-44.3% | $3,264-64.7% | $2,471-53.3% |
| Participant deferral / active EE | $1,587 | $2,939-46.0% | $3,964-60.0% | $3,741-57.6% |
| Admin fee / account holder | $1,295 | $3,978-67.4% | $5,617-76.9% | $5,306-75.6% |