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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 | $27,613 | $60,139-54.1% | $90,461-69.5% | $79,856-65.4% |
| Participation rate | 89.7% | 65.0%+24.7pp | 72.7%+17.0pp | 69.6%+20.0pp |
| Annual return | 15.73% | 71.96%-56.2pp | 1294.76%-1279.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $860 | $2,069-58.4% | $3,264-73.7% | $2,471-65.2% |
| Participant deferral / active EE | $4,379 | $2,939+49.0% | $3,964+10.5% | $3,741+17.1% |
| Admin fee / account holder | $3,284 | $3,978-17.5% | $5,617-41.5% | $5,306-38.1% |