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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 | $35,550 | $129,737-72.6% | $119,126-70.2% | $154,746-77.0% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 12.26% | 379.08%-366.8pp | 282.11%-269.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $2,045 | $4,375-53.2% | $4,034-49.3% | $4,379-53.3% |
| Participant deferral / active EE | $2,449 | $5,842-58.1% | $5,318-53.9% | $6,730-63.6% |
| Admin fee / account holder | $9,799 | $11,961-18.1% | $10,693-8.4% | $14,365-31.8% |