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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 | $23,308 | $51,638-54.9% | $129,406-82.0% | $80,959-71.2% |
| Participation rate | 92.9% | 56.9%+35.9pp | 69.6%+23.2pp | 67.7%+25.2pp |
| Annual return | 14.72% | 20.78%-6.1pp | 9468.18%-9453.5pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,608 | $1,584+1.6% | $4,155-61.3% | $2,757-41.7% |
| Participant deferral / active EE | $2,900 | $2,670+8.6% | $4,167-30.4% | $4,300-32.6% |
| Admin fee / account holder | $336 | $4,313-92.2% | $7,689-95.6% | $6,925-95.1% |