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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 | $21,546 | $74,661-71.1% | $160,784-86.6% | $67,986-68.3% |
| Participation rate | 78.8% | 57.1%+21.7pp | 77.0%+1.9pp | 57.2%+21.6pp |
| Annual return | 16.38% | 28.83%-12.5pp | 1803.92%-1787.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,844 | $3,681-22.7% | $6,293-54.8% | $3,358-15.3% |
| Admin fee / account holder | $2,388 | $3,959-39.7% | $9,717-75.4% | $3,203-25.4% |