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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 | $43,586 | $58,714-25.8% | $142,874-69.5% | $85,856-49.2% |
| Participation rate | 87.5% | 58.5%+29.0pp | 72.0%+15.5pp | 69.3%+18.2pp |
| Annual return | 22.89% | 27.73%-4.8pp | 5638.58%-5615.7pp | 318.58%-295.7pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,145-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,103 | $2,608+19.0% | $3,838-19.1% | $3,952-21.5% |
| Admin fee / account holder | $1,635 | $4,241-61.4% | $6,561-75.1% | $6,261-73.9% |