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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 | $26,056 | $59,467-56.2% | $93,727-72.2% | $74,478-65.0% |
| Participation rate | 88.6% | 59.6%+29.0pp | 68.7%+19.9pp | 67.2%+21.3pp |
| Annual return | 15.78% | 82.14%-66.4pp | 133.83%-118.0pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,052 | $1,267-17.0% | $2,421-56.6% | $2,626-60.0% |
| Participant deferral / active EE | $2,943 | $3,052-3.6% | $4,417-33.4% | $4,350-32.4% |
| Admin fee / account holder | $1,216 | $3,028-59.9% | $8,292-85.3% | $1,946-37.5% |