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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 | $29,579 | $135,956-78.2% | $123,894-76.1% | $273,972-89.2% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 11.04% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $2,047 | $5,170-60.4% | $4,617-55.7% | $4,869-57.9% |
| Participant deferral / active EE | $7,027 | $6,343+10.8% | $5,984+17.4% | $5,287+32.9% |
| Admin fee / account holder | $609 | $9,817-93.8% | $8,357-92.7% | $10,133-94.0% |