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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 | $35,794 | $51,642-30.7% | $129,384-72.3% | $80,935-55.8% |
| Participation rate | 82.6% | 56.9%+25.7pp | 69.6%+13.0pp | 67.7%+14.9pp |
| Annual return | 16.14% | 20.78%-4.6pp | 9461.77%-9445.6pp | 35.66%-19.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,512 | $2,670-43.3% | $4,166-63.7% | $4,299-64.8% |
| Admin fee / account holder | $1,520 | $4,312-64.8% | $7,686-80.2% | $6,924-78.1% |