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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 | $24,942 | $48,314-48.4% | $67,561-63.1% | $80,925-69.2% |
| Participation rate | 83.6% | 66.4%+17.2pp | 72.9%+10.7pp | 67.7%+16.0pp |
| Annual return | 19.55% | 18.28%+1.3pp | 3525.44%-3505.9pp | 35.65%-16.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,683 | $2,927-42.5% | $4,003-58.0% | $4,299-60.8% |
| Admin fee / account holder | $2,041 | $3,690-44.7% | $4,006-49.0% | $6,940-70.6% |