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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 | $20,583 | $208,088-90.1% | $186,193-88.9% | $154,746-86.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 17.31% | 89.97%-72.7pp | 78.03%-60.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $3,213 | $4,340-26.0% | $3,918-18.0% | $4,379-26.6% |
| Participant deferral / active EE | $4,064 | $7,078-42.6% | $6,513-37.6% | $6,730-39.6% |
| Admin fee / account holder | $954 | $11,698-91.8% | $11,058-91.4% | $14,365-93.4% |