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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 | $23,903 | $51,638-53.7% | $129,406-81.5% | $80,959-70.5% |
| Participation rate | 96.6% | 56.9%+39.6pp | 69.6%+26.9pp | 67.7%+28.9pp |
| Annual return | 12.81% | 20.78%-8.0pp | 9468.18%-9455.4pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,621 | $1,584+2.4% | $4,155-61.0% | $2,757-41.2% |
| Participant deferral / active EE | $3,277 | $2,670+22.7% | $4,167-21.4% | $4,300-23.8% |
| Admin fee / account holder | $787 | $4,313-81.8% | $7,689-89.8% | $6,925-88.6% |