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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 | $90,614-72.4% | $76,089-67.2% | $145,877-82.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 12.39% | 623.80%-611.4pp | 360.94%-348.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,389 | $3,324-28.1% | $2,690-11.2% | $4,663-48.8% |
| Participant deferral / active EE | $5,696 | $5,168+10.2% | $4,259+33.7% | $6,691-14.9% |
| Admin fee / account holder | $1,942 | $8,376-76.8% | $6,418-69.7% | $13,402-85.5% |