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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 | $65,961-64.8% | $180,320-87.1% | $94,015-75.3% |
| Participation rate | 92.9% | 61.3%+31.6pp | 71.5%+21.3pp | 70.8%+22.0pp |
| Annual return | 17.50% | 14.27%+3.2pp | 778.54%-761.0pp | 17.84%-0.3pp |
| Employer contribution / active EE | $0 | $1,737-100.0% | $4,108-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,388 | $3,003+12.8% | $4,304-21.3% | $4,249-20.3% |
| Admin fee / account holder | $1,049 | $4,901-78.6% | $10,000-89.5% | $8,951-88.3% |