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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 | $31,521 | $106,247-70.3% | $96,515-67.3% | $139,466-77.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 12.17% | 38.47%-26.3pp | 35.73%-23.6pp | 373.66%-361.5pp |
| Employer contribution / active EE | $1,919 | $4,106-53.3% | $3,740-48.7% | $4,754-59.6% |
| Participant deferral / active EE | $2,714 | $5,456-50.3% | $4,880-44.4% | $6,712-59.6% |
| Admin fee / account holder | $18,325 | $7,885+132.4% | $6,735+172.1% | $11,409+60.6% |