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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 | $13,705 | $106,247-87.1% | $96,515-85.8% | $139,466-90.2% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 29.13% | 38.47%-9.3pp | 35.73%-6.6pp | 373.66%-344.5pp |
| Employer contribution / active EE | $2,559 | $4,106-37.7% | $3,740-31.6% | $4,754-46.2% |
| Participant deferral / active EE | $4,471 | $5,456-18.0% | $4,880-8.4% | $6,712-33.4% |
| Admin fee / account holder | $2,004 | $7,885-74.6% | $6,735-70.2% | $11,409-82.4% |