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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 | $16,087 | $101,618-84.2% | $93,063-82.7% | $137,256-88.3% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 23.89% | 223.95%-200.1pp | 34.15%-10.3pp | 220.34%-196.5pp |
| Employer contribution / active EE | $732 | $2,707-73.0% | $2,476-70.4% | $4,156-82.4% |
| Participant deferral / active EE | $3,695 | $4,279-13.7% | $3,958-6.7% | $6,407-42.3% |
| Admin fee / account holder | $795 | $6,198-87.2% | $6,033-86.8% | $12,270-93.5% |