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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 | $35,203 | $48,337-27.2% | $67,560-47.9% | $80,959-56.5% |
| Participation rate | 76.9% | 66.4%+10.5pp | 72.9%+4.0pp | 67.7%+9.3pp |
| Annual return | 11.89% | 18.26%-6.4pp | 3533.50%-3521.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,734 | $2,928+61.7% | $4,004+18.2% | $4,300+10.1% |
| Admin fee / account holder | $870 | $3,695-76.4% | $3,994-78.2% | $6,925-87.4% |