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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 | $19,040 | $172,111-88.9% | $150,298-87.3% | $137,256-86.1% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 21.80% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,870 | $4,636-38.1% | $4,154-30.9% | $4,156-30.9% |
| Participant deferral / active EE | $5,031 | $6,166-18.4% | $5,453-7.7% | $6,407-21.5% |
| Admin fee / account holder | $7,825 | $16,471-52.5% | $14,116-44.6% | $12,270-36.2% |