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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 | $43,130 | $51,631-16.5% | $129,397-66.7% | $80,925-46.7% |
| Participation rate | 75.0% | 56.9%+18.1pp | 69.6%+5.4pp | 67.7%+7.3pp |
| Annual return | 17.50% | 20.77%-3.3pp | 9453.98%-9436.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,821 | $2,670+43.1% | $4,167-8.3% | $4,299-11.1% |
| Admin fee / account holder | $3,401 | $4,309-21.1% | $7,679-55.7% | $6,940-51.0% |