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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 | $9,989 | $51,638-80.7% | $129,406-92.3% | $80,959-87.7% |
| Participation rate | 94.7% | 56.9%+37.8pp | 69.6%+25.1pp | 67.7%+27.1pp |
| Annual return | 13.34% | 20.78%-7.4pp | 9468.18%-9454.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,221 | $1,584-22.9% | $4,155-70.6% | $2,757-55.7% |
| Participant deferral / active EE | $1,701 | $2,670-36.3% | $4,167-59.2% | $4,300-60.4% |
| Admin fee / account holder | $507 | $4,313-88.3% | $7,689-93.4% | $6,925-92.7% |