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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 | $17,525 | $51,631-66.1% | $129,397-86.5% | $80,925-78.3% |
| Participation rate | 96.2% | 56.9%+39.2pp | 69.6%+26.5pp | 67.7%+28.5pp |
| Annual return | 13.89% | 20.77%-6.9pp | 9453.98%-9440.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,123 | $1,583+34.1% | $4,154-48.9% | $2,756-23.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,054 | $4,309-75.5% | $7,679-86.3% | $6,940-84.8% |