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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 | $16,594 | $60,139-72.4% | $90,461-81.7% | $79,856-79.2% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 16.33% | 71.96%-55.6pp | 1294.76%-1278.4pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,268 | $2,069-38.7% | $3,264-61.1% | $2,471-48.7% |
| Participant deferral / active EE | $2,011 | $2,939-31.6% | $3,964-49.3% | $3,741-46.2% |
| Admin fee / account holder | $738 | $3,978-81.5% | $5,617-86.9% | $5,306-86.1% |