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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 | $22,238 | $110,337-79.8% | $102,383-78.3% | $145,877-84.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.41% | 24.83%-14.4pp | 24.94%-14.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $3,038 | $4,216-27.9% | $3,870-21.5% | $4,663-34.8% |
| Participant deferral / active EE | $4,115 | $5,621-26.8% | $5,060-18.7% | $6,691-38.5% |
| Admin fee / account holder | $1,185 | $9,750-87.8% | $8,391-85.9% | $13,402-91.2% |