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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 | $24,059 | $157,296-84.7% | $141,191-83.0% | $152,897-84.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 27.72% | 64.34%-36.6pp | 71.41%-43.7pp | 345.43%-317.7pp |
| Employer contribution / active EE | $2,099 | $5,262-60.1% | $4,736-55.7% | $4,764-55.9% |
| Participant deferral / active EE | $8,414 | $7,111+18.3% | $6,710+25.4% | $5,851+43.8% |
| Admin fee / account holder | $2,581 | $12,125-78.7% | $10,264-74.9% | $11,599-77.8% |