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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 | $90,397-72.4% | $76,002-67.1% | $145,959-82.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 12.39% | 621.97%-609.6pp | 360.07%-347.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $2,389 | $3,317-28.0% | $2,688-11.1% | $4,661-48.7% |
| Participant deferral / active EE | $5,696 | $5,163+10.3% | $4,257+33.8% | $6,689-14.8% |
| Admin fee / account holder | $1,942 | $8,369-76.8% | $6,414-69.7% | $13,398-85.5% |