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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 | $26,787 | $110,410-75.7% | $102,437-73.9% | $145,897-81.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 11.71% | 24.85%-13.1pp | 24.95%-13.2pp | 552.29%-540.6pp |
| Employer contribution / active EE | $2,272 | $4,217-46.1% | $3,871-41.3% | $4,663-51.3% |
| Participant deferral / active EE | $3,118 | $5,622-44.5% | $5,060-38.4% | $6,689-53.4% |
| Admin fee / account holder | $11,280 | $9,745+15.8% | $8,388+34.5% | $13,390-15.8% |