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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 | $31,071 | $110,379-71.9% | $102,412-69.7% | $145,884-78.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 20.91% | 24.84%-3.9pp | 24.94%-4.0pp | 551.85%-530.9pp |
| Employer contribution / active EE | $2,513 | $4,216-40.4% | $3,870-35.1% | $4,662-46.1% |
| Participant deferral / active EE | $5,452 | $5,622-3.0% | $5,060+7.7% | $6,690-18.5% |
| Admin fee / account holder | $4,963 | $9,745-49.1% | $8,388-40.8% | $13,392-62.9% |