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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 | $53,736 | $165,399-67.5% | $149,745-64.1% | $158,982-66.2% |
| Participation rate | 72.2% | 84.6%-12.4pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 13.04% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,308 | $5,105-54.8% | $4,646-50.3% | $4,763-51.5% |
| Participant deferral / active EE | $7,197 | $7,183+0.2% | $6,843+5.2% | $5,983+20.3% |
| Admin fee / account holder | $3,948 | $10,811-63.5% | $9,312-57.6% | $11,252-64.9% |