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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 | $51,606-30.6% | $129,339-72.3% | $80,911-55.8% |
| Participation rate | 82.6% | 57.0%+25.6pp | 69.6%+13.0pp | 67.6%+15.0pp |
| Annual return | 16.14% | 20.76%-4.6pp | 9437.05%-9420.9pp | 35.63%-19.5pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,512 | $2,669-43.3% | $4,170-63.7% | $4,297-64.8% |
| Admin fee / account holder | $1,520 | $4,310-64.7% | $7,668-80.2% | $6,935-78.1% |