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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 | $50,698 | $69,248-26.8% | $64,101-20.9% | $139,466-63.6% |
| Participation rate | 72.2% | 75.6%-3.4pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 12.28% | 45.95%-33.7pp | 33.72%-21.4pp | 373.66%-361.4pp |
| Employer contribution / active EE | $3,363 | $3,185+5.6% | $2,749+22.4% | $4,754-29.3% |
| Participant deferral / active EE | $4,200 | $4,682-10.3% | $3,881+8.2% | $6,712-37.4% |
| Admin fee / account holder | $2,090 | $4,247-50.8% | $3,070-31.9% | $11,409-81.7% |