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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 | $51,631-9.3% | $129,397-63.8% | $80,925-42.2% |
| Participation rate | 96.0% | 56.9%+39.1pp | 69.6%+26.4pp | 67.7%+28.3pp |
| Annual return | 12.42% | 20.77%-8.4pp | 9453.98%-9441.6pp | 35.65%-23.2pp |
| Employer contribution / active EE | $3,414 | $1,583+115.7% | $4,154-17.8% | $2,756+23.9% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,584 | $4,309+238.5% | $7,679+89.9% | $6,940+110.1% |