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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 | $16,843 | $106,267-84.2% | $96,520-82.5% | $139,456-87.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 12.35% | 38.45%-26.1pp | 35.72%-23.4pp | 373.45%-361.1pp |
| Employer contribution / active EE | $5,719 | $4,105+39.3% | $3,739+53.0% | $4,753+20.3% |
| Participant deferral / active EE | $4,819 | $5,454-11.6% | $4,879-1.2% | $6,711-28.2% |
| Admin fee / account holder | $16,405 | $7,882+108.1% | $6,733+143.6% | $11,407+43.8% |