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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 | $19,101 | $110,337-82.7% | $102,383-81.3% | $145,877-86.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.44% | 24.83%-10.4pp | 24.94%-10.5pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,334 | $4,216-44.6% | $3,870-39.7% | $4,663-49.9% |
| Participant deferral / active EE | $4,172 | $5,621-25.8% | $5,060-17.5% | $6,691-37.6% |
| Admin fee / account holder | $1,902 | $9,750-80.5% | $8,391-77.3% | $13,402-85.8% |