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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 | $12,037 | $48,327-75.1% | $67,575-82.2% | $80,935-85.1% |
| Participation rate | 72.4% | 66.4%+6.0pp | 72.9%-0.5pp | 67.7%+4.8pp |
| Annual return | 17.87% | 18.31%-0.4pp | 3528.98%-3511.1pp | 35.66%-17.8pp |
| Employer contribution / active EE | $2,004 | $2,022-0.9% | $2,736-26.7% | $2,757-27.3% |
| Participant deferral / active EE | $2,790 | $2,927-4.7% | $4,003-30.3% | $4,299-35.1% |
| Admin fee / account holder | $933 | $3,692-74.7% | $3,993-76.6% | $6,924-86.5% |