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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 | $26,545 | $106,247-75.0% | $96,515-72.5% | $139,466-81.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 20.49% | 38.47%-18.0pp | 35.73%-15.2pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,099 | $4,106-73.2% | $3,740-70.6% | $4,754-76.9% |
| Participant deferral / active EE | $8,651 | $5,456+58.6% | $4,880+77.3% | $6,712+28.9% |
| Admin fee / account holder | $390 | $7,885-95.1% | $6,735-94.2% | $11,409-96.6% |