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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 | $14,938 | $48,327-69.1% | $67,575-77.9% | $80,935-81.5% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.7%+19.8pp |
| Annual return | 21.37% | 18.31%+3.1pp | 3528.98%-3507.6pp | 35.66%-14.3pp |
| Employer contribution / active EE | $1,702 | $2,022-15.8% | $2,736-37.8% | $2,757-38.3% |
| Participant deferral / active EE | $3,526 | $2,927+20.4% | $4,003-11.9% | $4,299-18.0% |
| Admin fee / account holder | $699 | $3,692-81.1% | $3,993-82.5% | $6,924-89.9% |