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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 | $21,267 | $129,737-83.6% | $119,126-82.1% | $154,746-86.3% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 13.67% | 379.08%-365.4pp | 282.11%-268.4pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,467 | $4,375-43.6% | $4,034-38.8% | $4,379-43.7% |
| Participant deferral / active EE | $4,655 | $5,842-20.3% | $5,318-12.5% | $6,730-30.8% |
| Admin fee / account holder | $12,092 | $11,961+1.1% | $10,693+13.1% | $14,365-15.8% |