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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 | $21,045 | $60,139-65.0% | $90,461-76.7% | $79,856-73.6% |
| Participation rate | 83.3% | 65.0%+18.3pp | 72.7%+10.6pp | 69.6%+13.7pp |
| Annual return | 11.11% | 71.96%-60.8pp | 1294.76%-1283.7pp | 31.71%-20.6pp |
| Employer contribution / active EE | $646 | $2,069-68.8% | $3,264-80.2% | $2,471-73.9% |
| Participant deferral / active EE | $2,876 | $2,939-2.1% | $3,964-27.5% | $3,741-23.1% |
| Admin fee / account holder | $3,323 | $3,978-16.5% | $5,617-40.8% | $5,306-37.4% |