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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 | $51,751 | $117,433-55.9% | $99,475-48.0% | $152,897-66.2% |
| Participation rate | 70.0% | 77.5%-7.5pp | 73.8%-3.8pp | 82.5%-12.5pp |
| Annual return | 26.43% | 31.87%-5.4pp | 30.72%-4.3pp | 345.43%-319.0pp |
| Employer contribution / active EE | $2,286 | $3,013-24.2% | $2,540-10.0% | $4,764-52.0% |
| Participant deferral / active EE | $4,483 | $4,086+9.7% | $3,619+23.9% | $5,851-23.4% |
| Admin fee / account holder | $361 | $7,634-95.3% | $6,252-94.2% | $11,599-96.9% |