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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 | $37,780 | $99,032-61.9% | $80,022-52.8% | $135,380-72.1% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | 7.58% | 15.39%-7.8pp | 11.22%-3.6pp | 519.81%-512.2pp |
| Employer contribution / active EE | $2,590 | $3,043-14.9% | $2,468+5.0% | $4,779-45.8% |
| Participant deferral / active EE | $8,349 | $4,282+95.0% | $3,686+126.5% | $5,609+48.9% |
| Admin fee / account holder | $7,337 | $10,436-29.7% | $6,521+12.5% | $10,828-32.2% |