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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 | $21,456 | $110,410-80.6% | $102,437-79.1% | $145,897-85.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 9.57% | 24.85%-15.3pp | 24.95%-15.4pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,578 | $4,217-38.9% | $3,871-33.4% | $4,663-44.7% |
| Participant deferral / active EE | $3,574 | $5,622-36.4% | $5,060-29.4% | $6,689-46.6% |
| Admin fee / account holder | $1,767 | $9,745-81.9% | $8,388-78.9% | $13,390-86.8% |