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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 | $40,950 | $117,846-65.3% | $102,434-60.0% | $145,884-71.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 14.23% | 31.90%-17.7pp | 29.46%-15.2pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,922 | $3,615-19.2% | $3,023-3.4% | $4,662-37.3% |
| Participant deferral / active EE | $9,271 | $5,733+61.7% | $5,055+83.4% | $6,690+38.6% |
| Admin fee / account holder | $3,020 | $13,356-77.4% | $9,462-68.1% | $13,392-77.5% |