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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 | $21,646 | $97,751-77.9% | $103,447-79.1% | $145,877-85.2% |
| Participation rate | 80.0% | 81.1%-1.1pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 13.00% | 25.43%-12.4pp | 23.92%-10.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,680 | $4,684-42.8% | $4,678-42.7% | $4,663-42.5% |
| Participant deferral / active EE | $6,653 | $6,603+0.8% | $6,624+0.4% | $6,691-0.6% |
| Admin fee / account holder | $352 | $12,515-97.2% | $9,415-96.3% | $13,402-97.4% |