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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 | $23,228 | $56,197-58.7% | $67,652-65.7% | $59,633-61.0% |
| Participation rate | 87.0% | 71.5%+15.5pp | 75.7%+11.3pp | 68.7%+18.3pp |
| Annual return | 12.86% | 18508.10%-18495.2pp | 6625.40%-6612.5pp | 2041.45%-2028.6pp |
| Employer contribution / active EE | $1,049 | $1,615-35.0% | $2,266-53.7% | $2,203-52.4% |
| Participant deferral / active EE | $2,178 | $2,844-23.4% | $3,560-38.8% | $3,192-31.8% |
| Admin fee / account holder | $685 | $3,958-82.7% | $4,821-85.8% | $4,297-84.1% |