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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 | $24,798 | $48,337-48.7% | $67,560-63.3% | $80,959-69.4% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.7pp | 67.7%+31.0pp |
| Annual return | 16.41% | 18.26%-1.8pp | 3533.50%-3517.1pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,989 | $2,023-1.7% | $2,737-27.3% | $2,757-27.9% |
| Participant deferral / active EE | $2,880 | $2,928-1.6% | $4,004-28.1% | $4,300-33.0% |
| Admin fee / account holder | $1,214 | $3,695-67.2% | $3,994-69.6% | $6,925-82.5% |