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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 | $36,958 | $48,327-23.5% | $67,575-45.3% | $80,935-54.3% |
| Participation rate | 96.2% | 66.4%+29.7pp | 72.9%+23.2pp | 67.7%+28.5pp |
| Annual return | 22.31% | 18.31%+4.0pp | 3528.98%-3506.7pp | 35.66%-13.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,360 | $2,927+48.9% | $4,003+8.9% | $4,299+1.4% |
| Admin fee / account holder | $12,691 | $3,692+243.7% | $3,993+217.8% | $6,924+83.3% |