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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 | $25,186 | $110,379-77.2% | $102,412-75.4% | $145,884-82.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.15% | 24.84%-13.7pp | 24.94%-13.8pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,217 | $4,216-47.4% | $3,870-42.7% | $4,662-52.5% |
| Participant deferral / active EE | $4,919 | $5,622-12.5% | $5,060-2.8% | $6,690-26.5% |
| Admin fee / account holder | $2,541 | $9,745-73.9% | $8,388-69.7% | $13,392-81.0% |