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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 | $54,814 | $61,125-10.3% | $94,057-41.7% | $87,485-37.3% |
| Participation rate | 79.4% | 64.1%+15.3pp | 73.3%+6.1pp | 68.9%+10.5pp |
| Annual return | 15.19% | 35.20%-20.0pp | 480.62%-465.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,012 | $2,136-52.6% | $2,933-65.5% | $2,596-61.0% |
| Participant deferral / active EE | $2,109 | $3,260-35.3% | $4,709-55.2% | $4,274-50.6% |
| Admin fee / account holder | $4,138 | $5,629-26.5% | $7,244-42.9% | $7,775-46.8% |