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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 | $25,468 | $48,327-47.3% | $67,575-62.3% | $80,935-68.5% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.7%+28.6pp |
| Annual return | 11.26% | 18.31%-7.1pp | 3528.98%-3517.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $807 | $2,022-60.1% | $2,736-70.5% | $2,757-70.7% |
| Participant deferral / active EE | $824 | $2,927-71.9% | $4,003-79.4% | $4,299-80.8% |
| Admin fee / account holder | $3,234 | $3,692-12.4% | $3,993-19.0% | $6,924-53.3% |