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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 | $23,190 | $52,353-55.7% | $120,225-80.7% | $82,448-71.9% |
| Participation rate | 92.9% | 58.3%+34.5pp | 69.6%+23.3pp | 68.1%+24.8pp |
| Annual return | 17.50% | 61.85%-44.3pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,388 | $2,627+29.0% | $3,999-15.3% | $4,139-18.2% |
| Admin fee / account holder | $1,049 | $4,363-76.0% | $5,696-81.6% | $7,234-85.5% |