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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 | $49,309 | $135,956-63.7% | $123,894-60.2% | $273,972-82.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.11% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,495 | $5,170-71.1% | $4,617-67.6% | $4,869-69.3% |
| Participant deferral / active EE | $3,074 | $6,343-51.5% | $5,984-48.6% | $5,287-41.9% |
| Admin fee / account holder | $7,611 | $9,817-22.5% | $8,357-8.9% | $10,133-24.9% |