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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 | $51,631-53.7% | $129,397-81.5% | $80,925-70.5% |
| Participation rate | 96.6% | 56.9%+39.6pp | 69.6%+26.9pp | 67.7%+28.9pp |
| Annual return | 12.81% | 20.77%-8.0pp | 9453.98%-9441.2pp | 35.65%-22.8pp |
| Employer contribution / active EE | $1,621 | $1,583+2.4% | $4,154-61.0% | $2,756-41.2% |
| Participant deferral / active EE | $3,277 | $2,670+22.7% | $4,167-21.4% | $4,299-23.8% |
| Admin fee / account holder | $787 | $4,309-81.7% | $7,679-89.8% | $6,940-88.7% |