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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 | $19,843 | $60,139-67.0% | $90,461-78.1% | $79,856-75.2% |
| Participation rate | 95.7% | 65.0%+30.8pp | 72.7%+23.1pp | 69.6%+26.1pp |
| Annual return | 13.00% | 71.96%-59.0pp | 1294.76%-1281.8pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,159 | $2,069+4.4% | $3,264-33.8% | $2,471-12.6% |
| Participant deferral / active EE | $2,236 | $2,939-23.9% | $3,964-43.6% | $3,741-40.2% |
| Admin fee / account holder | $600 | $3,978-84.9% | $5,617-89.3% | $5,306-88.7% |