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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 | $35,701 | $85,766-58.4% | $136,298-73.8% | $70,126-49.1% |
| Participation rate | 91.3% | 74.2%+17.1pp | 81.9%+9.4pp | 69.5%+21.8pp |
| Annual return | 24.27% | 31.46%-7.2pp | 5156.27%-5132.0pp | 73.15%-48.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,295 | $5,051+4.8% | $6,247-15.2% | $3,332+58.9% |
| Admin fee / account holder | $1,623 | $5,421-70.1% | $9,244-82.4% | $4,645-65.1% |