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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 | $46,811 | $51,638-9.3% | $129,406-63.8% | $80,959-42.2% |
| Participation rate | 96.0% | 56.9%+39.1pp | 69.6%+26.4pp | 67.7%+28.3pp |
| Annual return | 12.42% | 20.78%-8.4pp | 9468.18%-9455.8pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,414 | $1,584+115.6% | $4,155-17.8% | $2,757+23.8% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $14,584 | $4,313+238.1% | $7,689+89.7% | $6,925+110.6% |