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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 | $28,803 | $58,726-51.0% | $142,898-79.8% | $85,847-66.4% |
| Participation rate | 93.9% | 58.5%+35.5pp | 72.0%+22.0pp | 69.3%+24.6pp |
| Annual return | 13.93% | 27.73%-13.8pp | 5639.64%-5625.7pp | 318.61%-304.7pp |
| Employer contribution / active EE | $2,188 | $1,424+53.7% | $4,146-47.2% | $2,565-14.7% |
| Participant deferral / active EE | $0 | $2,609-100.0% | $3,838-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,166 | $4,234-48.8% | $6,560-67.0% | $6,261-65.4% |