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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 | $28,018 | $51,638-45.7% | $129,406-78.3% | $80,959-65.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 13.53% | 20.78%-7.2pp | 9468.18%-9454.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,989 | $1,584+25.6% | $4,155-52.1% | $2,757-27.9% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,434 | $4,313+26.0% | $7,689-29.3% | $6,925-21.5% |