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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 | $44,689 | $51,642-13.5% | $129,384-65.5% | $80,935-44.8% |
| Participation rate | 70.1% | 56.9%+13.2pp | 69.6%+0.5pp | 67.7%+2.5pp |
| Annual return | 11.74% | 20.78%-9.0pp | 9461.77%-9450.0pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,996 | $2,670-25.2% | $4,166-52.1% | $4,299-53.6% |
| Admin fee / account holder | $1,583 | $4,312-63.3% | $7,686-79.4% | $6,924-77.1% |