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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 | $48,327-62.9% | $67,575-73.4% | $80,935-77.8% |
| Participation rate | 73.5% | 66.4%+7.1pp | 72.9%+0.6pp | 67.7%+5.9pp |
| Annual return | 14.95% | 18.31%-3.4pp | 3528.98%-3514.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $875 | $2,022-56.7% | $2,736-68.0% | $2,757-68.2% |
| Participant deferral / active EE | $2,645 | $2,927-9.7% | $4,003-33.9% | $4,299-38.5% |
| Admin fee / account holder | $812 | $3,692-78.0% | $3,993-79.7% | $6,924-88.3% |