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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 | $36,389 | $48,314-24.7% | $67,561-46.1% | $80,925-55.0% |
| Participation rate | 93.3% | 66.4%+26.9pp | 72.9%+20.4pp | 67.7%+25.7pp |
| Annual return | 13.16% | 18.28%-5.1pp | 3525.44%-3512.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $996 | $2,022-50.7% | $2,735-63.6% | $2,756-63.9% |
| Participant deferral / active EE | $1,122 | $2,927-61.7% | $4,003-72.0% | $4,299-73.9% |
| Admin fee / account holder | $451 | $3,690-87.8% | $4,006-88.8% | $6,940-93.5% |