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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 | $12,811 | $48,327-73.5% | $67,575-81.0% | $80,935-84.2% |
| Participation rate | 98.6% | 66.4%+32.2pp | 72.9%+25.7pp | 67.7%+30.9pp |
| Annual return | 13.45% | 18.31%-4.9pp | 3528.98%-3515.5pp | 35.66%-22.2pp |
| Employer contribution / active EE | $627 | $2,022-69.0% | $2,736-77.1% | $2,757-77.3% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $387 | $3,692-89.5% | $3,993-90.3% | $6,924-94.4% |