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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 | $48,337-54.5% | $67,560-67.5% | $80,959-72.9% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.7%+22.3pp |
| Annual return | 11.73% | 18.26%-6.5pp | 3533.50%-3521.8pp | 35.67%-23.9pp |
| Employer contribution / active EE | $3,500 | $2,023+73.0% | $2,737+27.9% | $2,757+26.9% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,749 | $3,695-52.7% | $3,994-56.2% | $6,925-74.7% |