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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 | $16,607 | $154,754-89.3% | $124,206-86.6% | $138,895-88.0% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.6%+0.4pp | 79.9%-9.9pp |
| Annual return | 11.37% | 709.28%-697.9pp | 515.27%-503.9pp | 145.39%-134.0pp |
| Employer contribution / active EE | $989 | $4,446-77.8% | $3,540-72.1% | $4,194-76.4% |
| Participant deferral / active EE | $2,931 | $4,621-36.6% | $3,968-26.1% | $6,396-54.2% |
| Admin fee / account holder | $6,850 | $6,690+2.4% | $5,929+15.5% | $12,562-45.5% |