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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 | $45,997 | $211,224-78.2% | $178,505-74.2% | $145,897-68.5% |
| Participation rate | 72.2% | 80.8%-8.6pp | 77.1%-4.9pp | 80.3%-8.1pp |
| Annual return | 15.96% | 30.28%-14.3pp | 27.16%-11.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,061 | $4,577-55.0% | $3,955-47.9% | $4,663-55.8% |
| Participant deferral / active EE | $6,520 | $6,966-6.4% | $6,280+3.8% | $6,689-2.5% |
| Admin fee / account holder | $1,722 | $12,109-85.8% | $10,428-83.5% | $13,390-87.1% |