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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 | $52,450-58.1% | $129,397-83.0% | $74,429-70.5% |
| Participation rate | 80.4% | 53.8%+26.5pp | 69.6%+10.8pp | 67.2%+13.2pp |
| Annual return | 12.21% | 15.65%-3.4pp | 9453.98%-9441.8pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $983 | $1,532-35.8% | $4,154-76.3% | $2,625-62.5% |
| Participant deferral / active EE | $909 | $2,797-67.5% | $4,167-78.2% | $4,348-79.1% |
| Admin fee / account holder | $2,767 | $2,636+5.0% | $7,679-64.0% | $1,944+42.3% |