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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 | $11,692 | $51,642-77.4% | $129,384-91.0% | $80,935-85.6% |
| Participation rate | 73.3% | 56.9%+16.4pp | 69.6%+3.7pp | 67.7%+5.7pp |
| Annual return | 13.28% | 20.78%-7.5pp | 9461.77%-9448.5pp | 35.66%-22.4pp |
| Employer contribution / active EE | $726 | $1,583-54.1% | $4,153-82.5% | $2,757-73.7% |
| Participant deferral / active EE | $1,862 | $2,670-30.2% | $4,166-55.3% | $4,299-56.7% |
| Admin fee / account holder | $2,374 | $4,312-44.9% | $7,686-69.1% | $6,924-65.7% |