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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 | $24,688 | $51,604-52.2% | $129,295-80.9% | $80,874-69.5% |
| Participation rate | 92.6% | 57.0%+35.6pp | 69.6%+23.0pp | 67.6%+24.9pp |
| Annual return | 12.03% | 20.76%-8.7pp | 9429.28%-9417.2pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,821 | $1,585+14.9% | $4,157-56.2% | $2,756-33.9% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,215 | $4,310-48.6% | $7,665-71.1% | $6,935-68.1% |