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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 | $17,543 | $211,105-91.7% | $178,449-90.2% | $145,978-88.0% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 12.27% | 30.19%-17.9pp | 27.09%-14.8pp | 550.52%-538.2pp |
| Employer contribution / active EE | $2,889 | $4,569-36.8% | $3,951-26.9% | $4,662-38.0% |
| Participant deferral / active EE | $7,007 | $6,959+0.7% | $6,277+11.6% | $6,690+4.7% |
| Admin fee / account holder | $1,369 | $12,017-88.6% | $10,362-86.8% | $13,400-89.8% |