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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 | $48,277-53.7% | $67,511-66.9% | $80,874-72.3% |
| Participation rate | 86.3% | 66.4%+19.9pp | 72.9%+13.4pp | 67.6%+18.6pp |
| Annual return | 12.96% | 18.27%-5.3pp | 3517.41%-3504.5pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,358 | $2,926-53.6% | $4,000-66.1% | $4,297-68.4% |
| Admin fee / account holder | $2,514 | $3,687-31.8% | $3,999-37.1% | $6,935-63.7% |