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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 | $24,971 | $90,530-72.4% | $76,030-67.2% | $145,897-82.9% |
| Participation rate | 70.0% | 74.4%-4.4pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 12.39% | 625.08%-612.7pp | 361.54%-349.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,389 | $3,319-28.0% | $2,688-11.1% | $4,663-48.8% |
| Participant deferral / active EE | $5,696 | $5,164+10.3% | $4,257+33.8% | $6,689-14.9% |
| Admin fee / account holder | $1,942 | $8,383-76.8% | $6,421-69.8% | $13,390-85.5% |