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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 | $23,123 | $127,298-81.8% | $109,916-79.0% | $167,553-86.2% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.2%-3.6pp | 82.1%-11.5pp |
| Annual return | 20.51% | 22.97%-2.5pp | 29.46%-9.0pp | 478.89%-458.4pp |
| Employer contribution / active EE | $1,789 | $3,325-46.2% | $2,844-37.1% | $4,840-63.0% |
| Participant deferral / active EE | $6,418 | $4,513+42.2% | $4,047+58.6% | $6,343+1.2% |
| Admin fee / account holder | $934 | $7,119-86.9% | $6,069-84.6% | $12,316-92.4% |