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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 | $52,072 | $183,516-71.6% | $155,534-66.5% | $145,884-64.3% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 13.40% | 61.43%-48.0pp | 64.92%-51.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,878 | $5,315-64.7% | $4,675-59.8% | $4,662-59.7% |
| Participant deferral / active EE | $4,787 | $6,467-26.0% | $5,630-15.0% | $6,690-28.4% |
| Admin fee / account holder | $2,203 | $19,293-88.6% | $15,900-86.1% | $13,392-83.5% |