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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 | $26,561 | $45,152-41.2% | $73,836-64.0% | $59,633-55.5% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | 1.52% | 27.40%-25.9pp | 2268.06%-2266.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $498 | $1,901-73.8% | $2,787-82.1% | $2,203-77.4% |
| Participant deferral / active EE | $1,718 | $2,573-33.2% | $3,583-52.1% | $3,192-46.2% |
| Admin fee / account holder | $418 | $3,515-88.1% | $4,882-91.4% | $4,297-90.3% |