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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 | $24,546 | $65,434-62.5% | $98,483-75.1% | $85,847-71.4% |
| Participation rate | 81.1% | 65.0%+16.1pp | 73.3%+7.7pp | 69.3%+11.8pp |
| Annual return | 12.85% | 21.75%-8.9pp | 1494.38%-1481.5pp | 318.61%-305.8pp |
| Employer contribution / active EE | $590 | $2,169-72.8% | $2,961-80.1% | $2,565-77.0% |
| Participant deferral / active EE | $3,014 | $3,168-4.8% | $4,276-29.5% | $3,952-23.7% |
| Admin fee / account holder | $2,150 | $4,595-53.2% | $5,953-63.9% | $6,261-65.7% |