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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 | $15,384 | $60,139-74.4% | $90,461-83.0% | $79,856-80.7% |
| Participation rate | 94.8% | 65.0%+29.8pp | 72.7%+22.1pp | 69.6%+25.2pp |
| Annual return | 23.89% | 71.96%-48.1pp | 1294.76%-1270.9pp | 31.71%-7.8pp |
| Employer contribution / active EE | $2,032 | $2,069-1.8% | $3,264-37.7% | $2,471-17.8% |
| Participant deferral / active EE | $2,792 | $2,939-5.0% | $3,964-29.6% | $3,741-25.4% |
| Admin fee / account holder | $1,028 | $3,978-74.2% | $5,617-81.7% | $5,306-80.6% |