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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 | $33,033 | $124,346-73.4% | $111,308-70.3% | $167,536-80.3% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 13.54% | 37.45%-23.9pp | 54.67%-41.1pp | 478.82%-465.3pp |
| Employer contribution / active EE | $1,852 | $3,437-46.1% | $2,732-32.2% | $4,839-61.7% |
| Participant deferral / active EE | $5,609 | $5,182+8.2% | $4,487+25.0% | $6,342-11.6% |
| Admin fee / account holder | $5,640 | $10,621-46.9% | $7,965-29.2% | $12,315-54.2% |