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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 | $20,381 | $51,642-60.5% | $129,384-84.2% | $80,935-74.8% |
| Participation rate | 91.7% | 56.9%+34.7pp | 69.6%+22.0pp | 67.7%+24.0pp |
| Annual return | 14.50% | 20.78%-6.3pp | 9461.77%-9447.3pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $796 | $2,670-70.2% | $4,166-80.9% | $4,299-81.5% |
| Admin fee / account holder | $440 | $4,312-89.8% | $7,686-94.3% | $6,924-93.6% |