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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 | $23,459 | $93,064-74.8% | $74,577-68.5% | $273,972-91.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 3.33% | 26.18%-22.8pp | 20.47%-17.1pp | 41.46%-38.1pp |
| Employer contribution / active EE | $11,718 | $3,160+270.8% | $2,525+364.0% | $4,869+140.7% |
| Participant deferral / active EE | $5,446 | $4,160+30.9% | $3,458+57.5% | $5,287+3.0% |
| Admin fee / account holder | $959 | $5,273-81.8% | $4,138-76.8% | $10,133-90.5% |