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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 | $43,461 | $55,457-21.6% | $77,361-43.8% | $94,015-53.8% |
| Participation rate | 70.5% | 69.8%+0.6pp | 75.0%-4.5pp | 70.8%-0.4pp |
| Annual return | 11.57% | 15.57%-4.0pp | 1011.54%-1000.0pp | 17.84%-6.3pp |
| Employer contribution / active EE | $626 | $2,255-72.2% | $2,990-79.1% | $2,790-77.6% |
| Participant deferral / active EE | $1,900 | $3,069-38.1% | $3,911-51.4% | $4,249-55.3% |
| Admin fee / account holder | $559 | $4,334-87.1% | $5,894-90.5% | $8,951-93.8% |