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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 | $183,516-87.4% | $155,534-85.2% | $145,884-84.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.90% | 61.43%-49.5pp | 64.92%-53.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $4,946 | $5,315-6.9% | $4,675+5.8% | $4,662+6.1% |
| Participant deferral / active EE | $3,437 | $6,467-46.9% | $5,630-39.0% | $6,690-48.6% |
| Admin fee / account holder | $2,174 | $19,293-88.7% | $15,900-86.3% | $13,392-83.8% |