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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 | $25,064 | $112,131-77.6% | $95,964-73.9% | $158,982-84.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.22% | 171.19%-157.0pp | 91.64%-77.4pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,329 | $3,199-27.2% | $2,541-8.4% | $4,763-51.1% |
| Participant deferral / active EE | $5,002 | $4,784+4.6% | $4,167+20.1% | $5,983-16.4% |
| Admin fee / account holder | $730 | $10,136-92.8% | $6,797-89.3% | $11,252-93.5% |