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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 | $23,712 | $185,312-87.2% | $161,489-85.3% | $154,746-84.7% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 17.04% | 103.84%-86.8pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,901 | $4,769-60.1% | $4,268-55.5% | $4,379-56.6% |
| Participant deferral / active EE | $5,678 | $6,350-10.6% | $5,630+0.9% | $6,730-15.6% |
| Admin fee / account holder | $6,655 | $18,654-64.3% | $16,006-58.4% | $14,365-53.7% |