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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 | $42,724 | $48,314-11.6% | $67,561-36.8% | $80,925-47.2% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.7pp | 67.7%+28.0pp |
| Annual return | 13.72% | 18.28%-4.6pp | 3525.44%-3511.7pp | 35.65%-21.9pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,060 | $2,927+4.6% | $4,003-23.6% | $4,299-28.8% |
| Admin fee / account holder | $1,709 | $3,690-53.7% | $4,006-57.3% | $6,940-75.4% |