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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 | $20,350 | $51,638-60.6% | $129,406-84.3% | $80,959-74.9% |
| Participation rate | 70.3% | 56.9%+13.3pp | 69.6%+0.6pp | 67.7%+2.6pp |
| Annual return | 12.89% | 20.78%-7.9pp | 9468.18%-9455.3pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,089 | $1,584-31.2% | $4,155-73.8% | $2,757-60.5% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $509 | $4,313-88.2% | $7,689-93.4% | $6,925-92.7% |