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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 | $29,846 | $51,631-42.2% | $129,397-76.9% | $80,925-63.1% |
| Participation rate | 97.6% | 56.9%+40.6pp | 69.6%+27.9pp | 67.7%+29.9pp |
| Annual return | 13.53% | 20.77%-7.2pp | 9453.98%-9440.5pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,110 | $2,670+16.5% | $4,167-25.4% | $4,299-27.6% |
| Admin fee / account holder | $587 | $4,309-86.4% | $7,679-92.4% | $6,940-91.5% |