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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 | $23,067 | $183,592-87.4% | $155,574-85.2% | $145,877-84.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.90% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $4,946 | $5,317-7.0% | $4,676+5.8% | $4,663+6.1% |
| Participant deferral / active EE | $3,437 | $6,466-46.8% | $5,629-38.9% | $6,691-48.6% |
| Admin fee / account holder | $2,174 | $19,316-88.7% | $15,914-86.3% | $13,402-83.8% |