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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 | $23,481 | $112,121-79.1% | $95,960-75.5% | $158,966-85.2% |
| Participation rate | 76.9% | 79.0%-2.1pp | 77.1%-0.2pp | 82.0%-5.0pp |
| Annual return | 15.78% | 171.16%-155.4pp | 91.63%-75.9pp | 302.95%-287.2pp |
| Employer contribution / active EE | $1,807 | $3,199-43.5% | $2,541-28.9% | $4,762-62.1% |
| Participant deferral / active EE | $4,193 | $4,784-12.4% | $4,167+0.6% | $5,983-29.9% |
| Admin fee / account holder | $5,059 | $10,135-50.1% | $6,797-25.6% | $11,250-55.0% |