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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 | $36,561 | $98,240-62.8% | $82,312-55.6% | $147,586-75.2% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.2pp | 82.8%-10.1pp |
| Annual return | 18.29% | 30.85%-12.6pp | 25.88%-7.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $3,194 | $3,192+0.1% | $2,428+31.5% | $4,876-34.5% |
| Participant deferral / active EE | $7,114 | $4,383+62.3% | $3,706+91.9% | $5,439+30.8% |
| Admin fee / account holder | $2,925 | $8,563-65.8% | $5,608-47.8% | $10,886-73.1% |