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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 | $32,492 | $104,664-69.0% | $85,693-62.1% | $167,518-80.6% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.9%+0.1pp | 82.1%-12.1pp |
| Annual return | 13.22% | 21.45%-8.2pp | 21.49%-8.3pp | 478.71%-465.5pp |
| Employer contribution / active EE | $2,536 | $3,337-24.0% | $2,618-3.1% | $4,838-47.6% |
| Participant deferral / active EE | $7,151 | $4,824+48.2% | $3,923+82.3% | $6,342+12.8% |
| Admin fee / account holder | $1,485 | $10,032-85.2% | $6,874-78.4% | $12,312-87.9% |