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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 | $51,253 | $127,298-59.7% | $109,916-53.4% | $167,553-69.4% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.2%-0.9pp | 82.1%-8.8pp |
| Annual return | 7.94% | 22.97%-15.0pp | 29.46%-21.5pp | 478.89%-471.0pp |
| Employer contribution / active EE | $1,994 | $3,325-40.0% | $2,844-29.9% | $4,840-58.8% |
| Participant deferral / active EE | $3,117 | $4,513-30.9% | $4,047-23.0% | $6,343-50.9% |
| Admin fee / account holder | $1,898 | $7,119-73.3% | $6,069-68.7% | $12,316-84.6% |