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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 | $110,410-77.7% | $102,437-76.0% | $145,897-83.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.30% | 24.85%-13.6pp | 24.95%-13.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,069 | $4,217-50.9% | $3,871-46.5% | $4,663-55.6% |
| Participant deferral / active EE | $4,620 | $5,622-17.8% | $5,060-8.7% | $6,689-30.9% |
| Admin fee / account holder | $1,204 | $9,745-87.6% | $8,388-85.6% | $13,390-91.0% |