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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 | $17,117 | $51,631-66.8% | $129,397-86.8% | $80,925-78.8% |
| Participation rate | 97.2% | 56.9%+40.3pp | 69.6%+27.6pp | 67.7%+29.6pp |
| Annual return | 17.67% | 20.77%-3.1pp | 9453.98%-9436.3pp | 35.65%-18.0pp |
| Employer contribution / active EE | $1,031 | $1,583-34.8% | $4,154-75.2% | $2,756-62.6% |
| Participant deferral / active EE | $1,863 | $2,670-30.2% | $4,167-55.3% | $4,299-56.7% |
| Admin fee / account holder | $515 | $4,309-88.0% | $7,679-93.3% | $6,940-92.6% |