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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 | $68,526 | $127,790-46.4% | $106,555-35.7% | $167,536-59.1% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 18.42% | 33.88%-15.5pp | 26.80%-8.4pp | 478.82%-460.4pp |
| Employer contribution / active EE | $2,365 | $3,428-31.0% | $2,819-16.1% | $4,839-51.1% |
| Participant deferral / active EE | $4,051 | $5,088-20.4% | $4,399-7.9% | $6,342-36.1% |
| Admin fee / account holder | $300 | $11,229-97.3% | $7,408-95.9% | $12,315-97.6% |