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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 | $22,686 | $111,535-79.7% | $105,223-78.4% | $137,256-83.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 11.99% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,107 | $3,939-71.9% | $3,689-70.0% | $4,156-73.4% |
| Participant deferral / active EE | $1,697 | $5,500-69.2% | $5,072-66.5% | $6,407-73.5% |
| Admin fee / account holder | $7,391 | $9,721-24.0% | $8,859-16.6% | $12,270-39.8% |