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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 | $26,140 | $51,638-49.4% | $129,406-79.8% | $80,959-67.7% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.74% | 20.78%-8.0pp | 9468.18%-9455.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $4,104 | $1,584+159.2% | $4,155-1.2% | $2,757+48.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,523 | $4,313+4.9% | $7,689-41.2% | $6,925-34.7% |