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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 | $43,426 | $51,642-15.9% | $129,384-66.4% | $80,935-46.3% |
| Participation rate | 95.7% | 56.9%+38.8pp | 69.6%+26.1pp | 67.7%+28.1pp |
| Annual return | 17.23% | 20.78%-3.5pp | 9461.77%-9444.5pp | 35.66%-18.4pp |
| Employer contribution / active EE | $2,630 | $1,583+66.1% | $4,153-36.7% | $2,757-4.6% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,001 | $4,312-76.8% | $7,686-87.0% | $6,924-85.5% |