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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 | $45,132 | $60,128-24.9% | $90,440-50.1% | $79,852-43.5% |
| Participation rate | 93.8% | 65.0%+28.8pp | 72.7%+21.1pp | 69.6%+24.1pp |
| Annual return | 10.61% | 71.95%-61.3pp | 1294.38%-1283.8pp | 31.72%-21.1pp |
| Employer contribution / active EE | $3,251 | $2,068+57.2% | $3,263-0.4% | $2,471+31.6% |
| Participant deferral / active EE | $1,910 | $2,939-35.0% | $3,964-51.8% | $3,740-48.9% |
| Admin fee / account holder | $1,306 | $3,977-67.2% | $5,615-76.7% | $5,306-75.4% |