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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 | $51,185 | $152,460-66.4% | $118,746-56.9% | $147,585-65.3% |
| Participation rate | 71.4% | 82.3%-10.8pp | 78.3%-6.8pp | 82.8%-11.4pp |
| Annual return | 16.52% | 17.41%-0.9pp | 24.54%-8.0pp | 578.58%-562.1pp |
| Employer contribution / active EE | $2,475 | $5,046-50.9% | $4,193-41.0% | $4,876-49.2% |
| Participant deferral / active EE | $4,607 | $6,212-25.8% | $5,332-13.6% | $5,439-15.3% |
| Admin fee / account holder | $6,458 | $16,953-61.9% | $10,720-39.8% | $10,886-40.7% |