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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 | $50,332 | $110,410-54.4% | $102,437-50.9% | $145,897-65.5% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 11.39% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,370 | $4,217-20.1% | $3,871-12.9% | $4,663-27.7% |
| Participant deferral / active EE | $3,388 | $5,622-39.7% | $5,060-33.1% | $6,689-49.4% |
| Admin fee / account holder | $697 | $9,745-92.8% | $8,388-91.7% | $13,390-94.8% |