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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 | $23,867 | $39,162-39.1% | $100,671-76.3% | $59,632-60.0% |
| Participation rate | 90.6% | 55.9%+34.8pp | 70.7%+19.9pp | 68.7%+22.0pp |
| Annual return | 1.96% | 21.07%-19.1pp | 20.43%-18.5pp | 2041.32%-2039.4pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,230 | $1,992+12.0% | $3,144-29.0% | $3,192-30.1% |
| Admin fee / account holder | $8,369 | $2,969+181.8% | $4,850+72.6% | $4,297+94.8% |