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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 | $16,587 | $53,128-68.8% | $86,582-80.8% | $70,126-76.3% |
| Participation rate | 97.0% | 65.3%+31.7pp | 73.5%+23.4pp | 69.5%+27.4pp |
| Annual return | 13.46% | 27.66%-14.2pp | 965.08%-951.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,142 | $2,068-44.8% | $2,839-59.8% | $2,343-51.3% |
| Participant deferral / active EE | $1,419 | $2,695-47.4% | $3,609-60.7% | $3,332-57.4% |
| Admin fee / account holder | $729 | $3,584-79.7% | $4,904-85.1% | $4,645-84.3% |