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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 | $18,335 | $106,267-82.7% | $96,520-81.0% | $139,456-86.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 25.19% | 38.45%-13.3pp | 35.72%-10.5pp | 373.45%-348.3pp |
| Employer contribution / active EE | $3,095 | $4,105-24.6% | $3,739-17.2% | $4,753-34.9% |
| Participant deferral / active EE | $6,191 | $5,454+13.5% | $4,879+26.9% | $6,711-7.7% |
| Admin fee / account holder | $713 | $7,882-91.0% | $6,733-89.4% | $11,407-93.7% |