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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 | $21,971 | $48,314-54.5% | $67,561-67.5% | $80,925-72.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.7%+22.3pp |
| Annual return | 11.73% | 18.28%-6.5pp | 3525.44%-3513.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $3,500 | $2,022+73.1% | $2,735+28.0% | $2,756+27.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,749 | $3,690-52.6% | $4,006-56.3% | $6,940-74.8% |