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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 | $48,314-27.1% | $67,561-47.9% | $80,925-56.5% |
| Participation rate | 76.9% | 66.4%+10.5pp | 72.9%+4.0pp | 67.7%+9.3pp |
| Annual return | 11.89% | 18.28%-6.4pp | 3525.44%-3513.6pp | 35.65%-23.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,734 | $2,927+61.8% | $4,003+18.3% | $4,299+10.1% |
| Admin fee / account holder | $870 | $3,690-76.4% | $4,006-78.3% | $6,940-87.5% |