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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 | $19,989 | $51,642-61.3% | $129,384-84.6% | $80,935-75.3% |
| Participation rate | 90.2% | 56.9%+33.3pp | 69.6%+20.6pp | 67.7%+22.5pp |
| Annual return | 18.66% | 20.78%-2.1pp | 9461.77%-9443.1pp | 35.66%-17.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,287 | $2,670+285.4% | $4,166+147.0% | $4,299+139.3% |
| Admin fee / account holder | $3,098 | $4,312-28.2% | $7,686-59.7% | $6,924-55.3% |