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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 | $46,909 | $81,664-42.6% | $70,476-33.4% | $158,966-70.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 10.28% | 208.59%-198.3pp | 109.12%-98.8pp | 302.95%-292.7pp |
| Employer contribution / active EE | $1,958 | $3,219-39.2% | $2,738-28.5% | $4,762-58.9% |
| Participant deferral / active EE | $1,079 | $4,556-76.3% | $3,710-70.9% | $5,983-82.0% |
| Admin fee / account holder | $5,501 | $6,197-11.2% | $3,847+43.0% | $11,250-51.1% |