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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 | $48,277-27.1% | $67,511-47.9% | $80,874-56.5% |
| Participation rate | 76.9% | 66.4%+10.5pp | 72.9%+4.0pp | 67.6%+9.3pp |
| Annual return | 11.89% | 18.27%-6.4pp | 3517.41%-3505.5pp | 35.62%-23.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,734 | $2,926+61.8% | $4,000+18.4% | $4,297+10.2% |
| Admin fee / account holder | $870 | $3,687-76.4% | $3,999-78.2% | $6,935-87.4% |