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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 | $45,213 | $51,638-12.4% | $129,406-65.1% | $80,959-44.2% |
| Participation rate | 95.9% | 56.9%+39.0pp | 69.6%+26.2pp | 67.7%+28.2pp |
| Annual return | 12.47% | 20.78%-8.3pp | 9468.18%-9455.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $535 | $1,584-66.2% | $4,155-87.1% | $2,757-80.6% |
| Participant deferral / active EE | $1,915 | $2,670-28.3% | $4,167-54.1% | $4,300-55.5% |
| Admin fee / account holder | $890 | $4,313-79.4% | $7,689-88.4% | $6,925-87.2% |