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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 | $111,814-78.0% | $103,378-76.2% | $145,978-83.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.30% | 24.80%-13.5pp | 24.91%-13.6pp | 550.52%-539.2pp |
| Employer contribution / active EE | $2,069 | $4,215-50.9% | $3,870-46.5% | $4,662-55.6% |
| Participant deferral / active EE | $4,620 | $5,618-17.8% | $5,058-8.7% | $6,690-30.9% |
| Admin fee / account holder | $1,204 | $9,764-87.7% | $8,401-85.7% | $13,400-91.0% |