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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 | $20,500 | $60,139-65.9% | $90,461-77.3% | $79,856-74.3% |
| Participation rate | 77.1% | 65.0%+12.2pp | 72.7%+4.5pp | 69.6%+7.5pp |
| Annual return | 19.05% | 71.96%-52.9pp | 1294.76%-1275.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $684 | $2,069-66.9% | $3,264-79.0% | $2,471-72.3% |
| Participant deferral / active EE | $3,640 | $2,939+23.9% | $3,964-8.2% | $3,741-2.7% |
| Admin fee / account holder | $1,387 | $3,978-65.1% | $5,617-75.3% | $5,306-73.9% |