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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 | $43,534 | $51,631-15.7% | $129,397-66.4% | $80,925-46.2% |
| Participation rate | 76.5% | 56.9%+19.5pp | 69.6%+6.9pp | 67.7%+8.8pp |
| Annual return | 19.48% | 20.77%-1.3pp | 9453.98%-9434.5pp | 35.65%-16.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,329 | $2,670+24.7% | $4,167-20.1% | $4,299-22.6% |
| Admin fee / account holder | $1,196 | $4,309-72.2% | $7,679-84.4% | $6,940-82.8% |