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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 | $29,888 | $135,956-78.0% | $123,894-75.9% | $273,972-89.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 9.78% | 56.63%-46.9pp | 47.52%-37.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,006 | $5,170-61.2% | $4,617-56.6% | $4,869-58.8% |
| Participant deferral / active EE | $3,726 | $6,343-41.3% | $5,984-37.7% | $5,287-29.5% |
| Admin fee / account holder | $26,495 | $9,817+169.9% | $8,357+217.0% | $10,133+161.5% |