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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 | $35,618 | $96,965-63.3% | $97,995-63.7% | $147,586-75.9% |
| Participation rate | 71.4% | 83.6%-12.2pp | 82.4%-11.0pp | 82.8%-11.4pp |
| Annual return | 14.76% | 24.11%-9.4pp | 23.94%-9.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $2,070 | $4,536-54.4% | $4,158-50.2% | $4,876-57.6% |
| Participant deferral / active EE | $2,539 | $5,081-50.0% | $5,097-50.2% | $5,439-53.3% |
| Admin fee / account holder | $12,748 | $8,120+57.0% | $5,943+114.5% | $10,886+17.1% |