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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 | $23,878 | $117,859-79.7% | $102,438-76.7% | $145,959-83.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 13.43% | 31.72%-18.3pp | 29.37%-15.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $4,106 | $3,615+13.6% | $3,024+35.8% | $4,661-11.9% |
| Participant deferral / active EE | $4,331 | $5,732-24.4% | $5,054-14.3% | $6,689-35.2% |
| Admin fee / account holder | $569 | $13,318-95.7% | $9,448-94.0% | $13,398-95.8% |