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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 | $26,169 | $89,259-70.7% | $107,187-75.6% | $82,637-68.3% |
| Participation rate | 75.5% | 67.9%+7.5pp | 75.0%+0.5pp | 68.1%+7.4pp |
| Annual return | 17.75% | 21.02%-3.3pp | 204.55%-186.8pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,179 | $3,080-61.7% | $3,782-68.8% | $2,552-53.8% |
| Participant deferral / active EE | $1,881 | $4,037-53.4% | $5,096-63.1% | $4,126-54.4% |
| Admin fee / account holder | $524 | $7,381-92.9% | $9,162-94.3% | $7,339-92.9% |