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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 | $167,030-90.1% | $135,768-87.8% | $155,188-89.3% |
| Participation rate | 70.0% | 76.2%-6.2pp | 71.1%-1.1pp | 80.8%-10.8pp |
| Annual return | 11.37% | 678.39%-667.0pp | 526.10%-514.7pp | 148.84%-137.5pp |
| Employer contribution / active EE | $989 | $4,132-76.1% | $3,394-70.9% | $4,248-76.7% |
| Participant deferral / active EE | $2,931 | $4,528-35.3% | $3,977-26.3% | $6,531-55.1% |
| Admin fee / account holder | $6,850 | $8,172-16.2% | $7,048-2.8% | $14,480-52.7% |