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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 | $23,442 | $85,766-72.7% | $136,297-82.8% | $70,131-66.6% |
| Participation rate | 87.2% | 74.2%+13.1pp | 81.9%+5.3pp | 69.5%+17.7pp |
| Annual return | 15.53% | 31.45%-15.9pp | 5156.16%-5140.6pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,176 | $5,051-37.1% | $6,247-49.2% | $3,332-4.7% |
| Admin fee / account holder | $12,467 | $5,420+130.0% | $9,244+34.9% | $4,645+168.4% |