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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 | $29,196 | $60,128-51.4% | $90,440-67.7% | $79,852-63.4% |
| Participation rate | 73.5% | 65.0%+8.5pp | 72.7%+0.8pp | 69.6%+3.8pp |
| Annual return | 20.96% | 71.95%-51.0pp | 1294.38%-1273.4pp | 31.72%-10.8pp |
| Employer contribution / active EE | $1,172 | $2,068-43.3% | $3,263-64.1% | $2,471-52.6% |
| Participant deferral / active EE | $1,484 | $2,939-49.5% | $3,964-62.6% | $3,740-60.3% |
| Admin fee / account holder | $1,771 | $3,977-55.5% | $5,615-68.5% | $5,306-66.6% |