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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 | $17,481 | $48,327-63.8% | $67,575-74.1% | $80,935-78.4% |
| Participation rate | 97.1% | 66.4%+30.6pp | 72.9%+24.1pp | 67.7%+29.4pp |
| Annual return | 11.82% | 18.31%-6.5pp | 3528.98%-3517.2pp | 35.66%-23.8pp |
| Employer contribution / active EE | $988 | $2,022-51.1% | $2,736-63.9% | $2,757-64.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,471 | $3,692-33.1% | $3,993-38.1% | $6,924-64.3% |