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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 | $51,638-15.7% | $129,406-66.4% | $80,959-46.2% |
| Participation rate | 76.5% | 56.9%+19.5pp | 69.6%+6.8pp | 67.7%+8.8pp |
| Annual return | 19.48% | 20.78%-1.3pp | 9468.18%-9448.7pp | 35.67%-16.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,329 | $2,670+24.7% | $4,167-20.1% | $4,300-22.6% |
| Admin fee / account holder | $1,196 | $4,313-72.3% | $7,689-84.4% | $6,925-82.7% |