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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 | $10,628 | $97,125-89.1% | $86,233-87.7% | $137,256-92.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 12.77% | 74.19%-61.4pp | 61.39%-48.6pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,976 | $2,841-30.4% | $2,504-21.1% | $4,156-52.4% |
| Participant deferral / active EE | $8,619 | $5,180+66.4% | $4,559+89.1% | $6,407+34.5% |
| Admin fee / account holder | $39,095 | $9,725+302.0% | $8,342+368.6% | $12,270+218.6% |