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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 | $32,756 | $51,638-36.6% | $129,406-74.7% | $80,959-59.5% |
| Participation rate | 94.6% | 56.9%+37.7pp | 69.6%+24.9pp | 67.7%+26.9pp |
| Annual return | 13.85% | 20.78%-6.9pp | 9468.18%-9454.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,704 | $1,584+7.6% | $4,155-59.0% | $2,757-38.2% |
| Participant deferral / active EE | $6,973 | $2,670+161.2% | $4,167+67.3% | $4,300+62.2% |
| Admin fee / account holder | $3,998 | $4,313-7.3% | $7,689-48.0% | $6,925-42.3% |