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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 | $44,905 | $228,352-80.3% | $185,835-75.8% | $158,966-71.8% |
| Participation rate | 78.6% | 82.3%-3.7pp | 78.0%+0.5pp | 82.0%-3.4pp |
| Annual return | 8.42% | 40.81%-32.4pp | 35.96%-27.5pp | 302.95%-294.5pp |
| Employer contribution / active EE | $1,598 | $4,967-67.8% | $4,087-60.9% | $4,762-66.4% |
| Participant deferral / active EE | $5,389 | $6,416-16.0% | $5,633-4.3% | $5,983-9.9% |
| Admin fee / account holder | $4,766 | $11,867-59.8% | $9,502-49.8% | $11,250-57.6% |