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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 | $16,426 | $169,361-90.3% | $129,397-87.3% | $145,877-88.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 10.96% | 14395.54%-14384.6pp | 9453.98%-9443.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,892 | $5,542-47.8% | $4,154-30.4% | $4,663-38.0% |
| Participant deferral / active EE | $2,892 | $4,987-42.0% | $4,167-30.6% | $6,691-56.8% |
| Admin fee / account holder | $2,798 | $9,903-71.7% | $7,679-63.6% | $13,402-79.1% |