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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 | $21,388 | $129,737-83.5% | $119,126-82.0% | $154,746-86.2% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 11.08% | 379.08%-368.0pp | 282.11%-271.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $4,787 | $4,375+9.4% | $4,034+18.7% | $4,379+9.3% |
| Participant deferral / active EE | $5,795 | $5,842-0.8% | $5,318+9.0% | $6,730-13.9% |
| Admin fee / account holder | $6,520 | $11,961-45.5% | $10,693-39.0% | $14,365-54.6% |