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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 | $48,175 | $92,743-48.1% | $82,744-41.8% | $134,532-64.2% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | 4.62% | 946.63%-942.0pp | 702.22%-697.6pp | 418.27%-413.6pp |
| Employer contribution / active EE | $1,218 | $3,273-62.8% | $3,008-59.5% | $4,741-74.3% |
| Participant deferral / active EE | $2,399 | $4,802-50.0% | $4,395-45.4% | $6,401-62.5% |
| Admin fee / account holder | $6,389 | $5,977+6.9% | $5,325+20.0% | $11,429-44.1% |