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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 | $47,396 | $110,337-57.0% | $102,383-53.7% | $145,877-67.5% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 17.21% | 24.83%-7.6pp | 24.94%-7.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,410 | $4,216-42.8% | $3,870-37.7% | $4,663-48.3% |
| Participant deferral / active EE | $5,346 | $5,621-4.9% | $5,060+5.7% | $6,691-20.1% |
| Admin fee / account holder | $21,804 | $9,750+123.6% | $8,391+159.8% | $13,402+62.7% |