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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 | $22,160 | $60,139-63.2% | $90,461-75.5% | $79,856-72.3% |
| Participation rate | 82.5% | 65.0%+17.5pp | 72.7%+9.8pp | 69.6%+12.9pp |
| Annual return | 16.14% | 71.96%-55.8pp | 1294.76%-1278.6pp | 31.71%-15.6pp |
| Employer contribution / active EE | $652 | $2,069-68.5% | $3,264-80.0% | $2,471-73.6% |
| Participant deferral / active EE | $1,507 | $2,939-48.7% | $3,964-62.0% | $3,741-59.7% |
| Admin fee / account holder | $827 | $3,978-79.2% | $5,617-85.3% | $5,306-84.4% |