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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 | $25,639 | $211,239-87.9% | $178,528-85.6% | $145,877-82.4% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 18.44% | 30.22%-11.8pp | 27.11%-8.7pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,348 | $4,570-48.6% | $3,950-40.6% | $4,663-49.6% |
| Participant deferral / active EE | $3,614 | $6,963-48.1% | $6,278-42.4% | $6,691-46.0% |
| Admin fee / account holder | $3,270 | $12,095-73.0% | $10,419-68.6% | $13,402-75.6% |