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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 | $46,568 | $110,212-57.7% | $96,534-51.8% | $139,466-66.6% |
| Participation rate | 73.7% | 78.1%-4.4pp | 76.0%-2.3pp | 80.3%-6.6pp |
| Annual return | 14.50% | 26.42%-11.9pp | 25.88%-11.4pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,708 | $3,620-52.8% | $2,965-42.4% | $4,754-64.1% |
| Participant deferral / active EE | $5,017 | $5,547-9.6% | $4,851+3.4% | $6,712-25.3% |
| Admin fee / account holder | $4,087 | $11,599-64.8% | $8,253-50.5% | $11,409-64.2% |