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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 | $24,635 | $48,327-49.0% | $67,575-63.5% | $80,935-69.6% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.7%+19.8pp |
| Annual return | 13.80% | 18.31%-4.5pp | 3528.98%-3515.2pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,546 | $2,022+25.9% | $2,736-6.9% | $2,757-7.7% |
| Participant deferral / active EE | $894 | $2,927-69.5% | $4,003-77.7% | $4,299-79.2% |
| Admin fee / account holder | $1,970 | $3,692-46.6% | $3,993-50.7% | $6,924-71.6% |