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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 | $23,214 | $106,247-78.2% | $96,515-75.9% | $139,466-83.4% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 24.09% | 38.47%-14.4pp | 35.73%-11.6pp | 373.66%-349.6pp |
| Employer contribution / active EE | $1,796 | $4,106-56.3% | $3,740-52.0% | $4,754-62.2% |
| Participant deferral / active EE | $2,941 | $5,456-46.1% | $4,880-39.7% | $6,712-56.2% |
| Admin fee / account holder | $417 | $7,885-94.7% | $6,735-93.8% | $11,409-96.3% |