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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 | $24,044 | $60,139-60.0% | $90,461-73.4% | $79,856-69.9% |
| Participation rate | 89.3% | 65.0%+24.3pp | 72.7%+16.6pp | 69.6%+19.6pp |
| Annual return | 12.72% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $805 | $2,069-61.1% | $3,264-75.3% | $2,471-67.4% |
| Participant deferral / active EE | $1,226 | $2,939-58.3% | $3,964-69.1% | $3,741-67.2% |
| Admin fee / account holder | $4,410 | $3,978+10.9% | $5,617-21.5% | $5,306-16.9% |