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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 | $185,312-89.7% | $161,489-88.2% | $154,746-87.7% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.7%-5.4pp | 80.7%-7.4pp |
| Annual return | 21.80% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $2,870 | $4,769-39.8% | $4,268-32.8% | $4,379-34.5% |
| Participant deferral / active EE | $5,031 | $6,350-20.8% | $5,630-10.6% | $6,730-25.3% |
| Admin fee / account holder | $7,825 | $18,654-58.1% | $16,006-51.1% | $14,365-45.5% |