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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 | $53,819 | $110,337-51.2% | $102,383-47.4% | $145,877-63.1% |
| Participation rate | 77.3% | 77.9%-0.7pp | 74.5%+2.8pp | 80.3%-3.0pp |
| Annual return | 11.53% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,787 | $4,216-57.6% | $3,870-53.8% | $4,663-61.7% |
| Participant deferral / active EE | $2,444 | $5,621-56.5% | $5,060-51.7% | $6,691-63.5% |
| Admin fee / account holder | $14,050 | $9,750+44.1% | $8,391+67.4% | $13,402+4.8% |