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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 | $16,951 | $48,337-64.9% | $67,560-74.9% | $80,959-79.1% |
| Participation rate | 72.2% | 66.4%+5.7pp | 72.9%-0.8pp | 67.7%+4.5pp |
| Annual return | 12.11% | 18.26%-6.2pp | 3533.50%-3521.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $696 | $2,023-65.6% | $2,737-74.6% | $2,757-74.8% |
| Participant deferral / active EE | $1,089 | $2,928-62.8% | $4,004-72.8% | $4,300-74.7% |
| Admin fee / account holder | $884 | $3,695-76.1% | $3,994-77.9% | $6,925-87.2% |