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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 | $23,598 | $98,240-76.0% | $82,313-71.3% | $147,585-84.0% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 12.95% | 30.85%-17.9pp | 25.88%-12.9pp | 578.58%-565.6pp |
| Employer contribution / active EE | $2,182 | $3,192-31.6% | $2,428-10.1% | $4,876-55.2% |
| Participant deferral / active EE | $4,873 | $4,383+11.2% | $3,706+31.5% | $5,439-10.4% |
| Admin fee / account holder | $434 | $8,563-94.9% | $5,608-92.3% | $10,886-96.0% |