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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 | $51,638-52.2% | $129,406-80.9% | $80,959-69.5% |
| Participation rate | 92.6% | 56.9%+35.7pp | 69.6%+22.9pp | 67.7%+24.9pp |
| Annual return | 12.03% | 20.78%-8.7pp | 9468.18%-9456.1pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,821 | $1,584+15.0% | $4,155-56.2% | $2,757-34.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,215 | $4,313-48.7% | $7,689-71.2% | $6,925-68.0% |