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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 | $17,967 | $90,486-80.1% | $78,676-77.2% | $273,972-93.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 8.40% | 75.62%-67.2pp | 62.19%-53.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $481 | $3,175-84.8% | $2,850-83.1% | $4,869-90.1% |
| Participant deferral / active EE | $534 | $3,901-86.3% | $3,517-84.8% | $5,287-89.9% |
| Admin fee / account holder | $2,445 | $5,263-53.5% | $4,510-45.8% | $10,133-75.9% |