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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 | $19,112 | $51,604-63.0% | $129,295-85.2% | $80,874-76.4% |
| Participation rate | 98.8% | 57.0%+41.8pp | 69.6%+29.1pp | 67.6%+31.1pp |
| Annual return | 12.75% | 20.76%-8.0pp | 9429.28%-9416.5pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,012 | $1,585-36.1% | $4,157-75.7% | $2,756-63.3% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,872 | $4,310-56.6% | $7,665-75.6% | $6,935-73.0% |