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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 | $20,363 | $71,197-71.4% | $93,669-78.3% | $80,925-74.8% |
| Participation rate | 98.8% | 60.4%+38.4pp | 68.7%+30.1pp | 67.7%+31.1pp |
| Annual return | 11.66% | 11.27%+0.4pp | 133.59%-121.9pp | 35.65%-24.0pp |
| Employer contribution / active EE | $1,564 | $1,565-0.1% | $2,424-35.5% | $2,756-43.3% |
| Participant deferral / active EE | $2,260 | $4,036-44.0% | $4,416-48.8% | $4,299-47.4% |
| Admin fee / account holder | $1,759 | $6,959-74.7% | $8,291-78.8% | $6,940-74.7% |