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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 | $23,313 | $93,346-75.0% | $71,796-67.5% | $273,972-91.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 11.13% | 130.39%-119.3pp | 78.04%-66.9pp | 41.46%-30.3pp |
| Employer contribution / active EE | $3,809 | $2,733+39.4% | $1,924+97.9% | $4,869-21.8% |
| Participant deferral / active EE | $4,737 | $3,475+36.3% | $2,794+69.5% | $5,287-10.4% |
| Admin fee / account holder | $1,181 | $6,571-82.0% | $4,815-75.5% | $10,133-88.3% |