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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 | $19,819 | $51,638-61.6% | $129,406-84.7% | $80,959-75.5% |
| Participation rate | 96.2% | 56.9%+39.2pp | 69.6%+26.5pp | 67.7%+28.5pp |
| Annual return | 12.12% | 20.78%-8.7pp | 9468.18%-9456.1pp | 35.67%-23.5pp |
| Employer contribution / active EE | $2,916 | $1,584+84.1% | $4,155-29.8% | $2,757+5.8% |
| Participant deferral / active EE | $4,564 | $2,670+70.9% | $4,167+9.5% | $4,300+6.1% |
| Admin fee / account holder | $1,682 | $4,313-61.0% | $7,689-78.1% | $6,925-75.7% |