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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 | $49,036 | $174,379-71.9% | $152,093-67.8% | $138,895-64.7% |
| Participation rate | 72.2% | 81.6%-9.4pp | 77.8%-5.5pp | 79.9%-7.7pp |
| Annual return | 11.87% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $2,842 | $4,652-38.9% | $4,175-31.9% | $4,194-32.2% |
| Participant deferral / active EE | $5,722 | $6,159-7.1% | $5,451+5.0% | $6,396-10.5% |
| Admin fee / account holder | $2,089 | $16,880-87.6% | $14,497-85.6% | $12,562-83.4% |