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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 | $48,327-24.7% | $67,575-46.2% | $80,935-55.0% |
| Participation rate | 93.3% | 66.4%+26.9pp | 72.9%+20.4pp | 67.7%+25.7pp |
| Annual return | 13.16% | 18.31%-5.1pp | 3528.98%-3515.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $996 | $2,022-50.7% | $2,736-63.6% | $2,757-63.9% |
| Participant deferral / active EE | $1,122 | $2,927-61.7% | $4,003-72.0% | $4,299-73.9% |
| Admin fee / account holder | $451 | $3,692-87.8% | $3,993-88.7% | $6,924-93.5% |