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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% | $155,567-85.2% | $145,959-84.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 11.90% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $4,946 | $5,315-6.9% | $4,674+5.8% | $4,661+6.1% |
| Participant deferral / active EE | $3,437 | $6,464-46.8% | $5,628-38.9% | $6,689-48.6% |
| Admin fee / account holder | $2,174 | $19,318-88.7% | $15,916-86.3% | $13,398-83.8% |