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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 | $46,026 | $80,812-43.0% | $160,784-71.4% | $82,448-44.2% |
| Participation rate | 81.0% | 66.2%+14.7pp | 77.0%+4.0pp | 68.1%+12.9pp |
| Annual return | 14.39% | 100.59%-86.2pp | 1803.92%-1789.5pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,130 | $2,174-2.0% | $3,733-42.9% | $2,551-16.5% |
| Participant deferral / active EE | $2,614 | $4,335-39.7% | $6,293-58.5% | $4,139-36.8% |
| Admin fee / account holder | $1,580 | $7,695-79.5% | $9,717-83.7% | $7,234-78.2% |