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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 | $22,375 | $48,337-53.7% | $67,560-66.9% | $80,959-72.4% |
| Participation rate | 86.3% | 66.4%+19.8pp | 72.9%+13.3pp | 67.7%+18.6pp |
| Annual return | 12.96% | 18.26%-5.3pp | 3533.50%-3520.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,358 | $2,928-53.6% | $4,004-66.1% | $4,300-68.4% |
| Admin fee / account holder | $2,514 | $3,695-32.0% | $3,994-37.0% | $6,925-63.7% |