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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 | $172,111-71.5% | $150,298-67.4% | $137,256-64.3% |
| Participation rate | 72.2% | 81.7%-9.5pp | 77.8%-5.5pp | 80.0%-7.7pp |
| Annual return | 11.87% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,842 | $4,636-38.7% | $4,154-31.6% | $4,156-31.6% |
| Participant deferral / active EE | $5,722 | $6,166-7.2% | $5,453+4.9% | $6,407-10.7% |
| Admin fee / account holder | $2,089 | $16,471-87.3% | $14,116-85.2% | $12,270-83.0% |