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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 | $52,345 | $210,991-75.2% | $153,741-66.0% | $145,897-64.1% |
| Participation rate | 72.7% | 82.1%-9.4pp | 77.1%-4.4pp | 80.3%-7.6pp |
| Annual return | 9.48% | 13.46%-4.0pp | 15.71%-6.2pp | 552.29%-542.8pp |
| Employer contribution / active EE | $1,450 | $6,057-76.1% | $5,042-71.2% | $4,663-68.9% |
| Participant deferral / active EE | $3,306 | $7,979-58.6% | $6,757-51.1% | $6,689-50.6% |
| Admin fee / account holder | $6,940 | $19,490-64.4% | $12,749-45.6% | $13,390-48.2% |