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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 | $24,325 | $48,570-49.9% | $130,660-81.4% | $72,976-66.7% |
| Participation rate | 72.2% | 58.6%+13.6pp | 71.7%+0.5pp | 69.5%+2.7pp |
| Annual return | 21.73% | 38.63%-16.9pp | 1709.29%-1687.6pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,704 | $2,384-28.5% | $3,603-52.7% | $3,608-52.8% |
| Admin fee / account holder | $931 | $3,549-73.8% | $5,463-83.0% | $5,124-81.8% |