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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 | $21,989 | $52,507-58.1% | $129,406-83.0% | $74,478-70.5% |
| Participation rate | 80.4% | 53.9%+26.5pp | 69.6%+10.7pp | 67.2%+13.2pp |
| Annual return | 12.21% | 15.64%-3.4pp | 9468.18%-9456.0pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $983 | $1,534-35.9% | $4,155-76.3% | $2,626-62.6% |
| Participant deferral / active EE | $909 | $2,801-67.5% | $4,167-78.2% | $4,350-79.1% |
| Admin fee / account holder | $2,767 | $2,639+4.8% | $7,689-64.0% | $1,946+42.2% |