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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 | $11,206 | $51,642-78.3% | $129,384-91.3% | $80,935-86.2% |
| Participation rate | 87.2% | 56.9%+30.3pp | 69.6%+17.5pp | 67.7%+19.5pp |
| Annual return | 13.78% | 20.78%-7.0pp | 9461.77%-9448.0pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,331 | $1,583-15.9% | $4,153-67.9% | $2,757-51.7% |
| Participant deferral / active EE | $1,293 | $2,670-51.6% | $4,166-69.0% | $4,299-69.9% |
| Admin fee / account holder | $2,280 | $4,312-47.1% | $7,686-70.3% | $6,924-67.1% |