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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 | $24,600 | $110,337-77.7% | $102,383-76.0% | $145,877-83.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.30% | 24.83%-13.5pp | 24.94%-13.6pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,069 | $4,216-50.9% | $3,870-46.5% | $4,663-55.6% |
| Participant deferral / active EE | $4,620 | $5,621-17.8% | $5,060-8.7% | $6,691-30.9% |
| Admin fee / account holder | $1,204 | $9,750-87.6% | $8,391-85.7% | $13,402-91.0% |