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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 | $20,694 | $138,075-85.0% | $123,552-83.3% | $135,379-84.7% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | 6.62% | 153.70%-147.1pp | 119.20%-112.6pp | 519.79%-513.2pp |
| Employer contribution / active EE | $2,916 | $5,152-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $7,889 | $6,800+16.0% | $6,426+22.8% | $5,609+40.7% |
| Admin fee / account holder | $1,783 | $10,917-83.7% | $9,285-80.8% | $10,828-83.5% |