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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 | $48,277-54.5% | $67,511-67.5% | $80,874-72.8% |
| Participation rate | 90.0% | 66.4%+23.6pp | 72.9%+17.1pp | 67.6%+22.4pp |
| Annual return | 11.73% | 18.27%-6.5pp | 3517.41%-3505.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $3,500 | $2,021+73.2% | $2,733+28.1% | $2,756+27.0% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,749 | $3,687-52.6% | $3,999-56.3% | $6,935-74.8% |