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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 | $17,948 | $48,337-62.9% | $67,560-73.4% | $80,959-77.8% |
| Participation rate | 73.5% | 66.4%+7.1pp | 72.9%+0.6pp | 67.7%+5.9pp |
| Annual return | 14.95% | 18.26%-3.3pp | 3533.50%-3518.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $875 | $2,023-56.7% | $2,737-68.0% | $2,757-68.3% |
| Participant deferral / active EE | $2,645 | $2,928-9.7% | $4,004-33.9% | $4,300-38.5% |
| Admin fee / account holder | $812 | $3,695-78.0% | $3,994-79.7% | $6,925-88.3% |