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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 | $48,847 | $106,267-54.0% | $96,520-49.4% | $139,456-65.0% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.9pp |
| Annual return | 13.75% | 38.45%-24.7pp | 35.72%-22.0pp | 373.45%-359.7pp |
| Employer contribution / active EE | $889 | $4,105-78.3% | $3,739-76.2% | $4,753-81.3% |
| Participant deferral / active EE | $4,170 | $5,454-23.5% | $4,879-14.5% | $6,711-37.9% |
| Admin fee / account holder | $1,332 | $7,882-83.1% | $6,733-80.2% | $11,407-88.3% |