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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 | $50,704 | $69,274-26.8% | $64,097-20.9% | $139,487-63.6% |
| Participation rate | 70.0% | 75.6%-5.6pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 10.19% | 46.00%-35.8pp | 33.75%-23.6pp | 373.84%-363.7pp |
| Employer contribution / active EE | $4,918 | $3,187+54.3% | $2,750+78.8% | $4,755+3.4% |
| Participant deferral / active EE | $2,721 | $4,685-41.9% | $3,881-29.9% | $6,713-59.5% |
| Admin fee / account holder | $3,701 | $4,247-12.8% | $3,070+20.6% | $11,407-67.6% |