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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 | $29,252 | $51,642-43.4% | $129,384-77.4% | $80,935-63.9% |
| Participation rate | 94.0% | 56.9%+37.1pp | 69.6%+24.4pp | 67.7%+26.4pp |
| Annual return | 16.07% | 20.78%-4.7pp | 9461.77%-9445.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $2,937 | $1,583+85.5% | $4,153-29.3% | $2,757+6.5% |
| Participant deferral / active EE | $6,558 | $2,670+145.7% | $4,166+57.4% | $4,299+52.5% |
| Admin fee / account holder | $420 | $4,312-90.3% | $7,686-94.5% | $6,924-93.9% |