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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 | $51,348 | $110,337-53.5% | $102,383-49.8% | $145,877-64.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 30.50% | 24.83%+5.7pp | 24.94%+5.6pp | 551.28%-520.8pp |
| Employer contribution / active EE | $1,086 | $4,216-74.2% | $3,870-71.9% | $4,663-76.7% |
| Participant deferral / active EE | $11,813 | $5,621+110.2% | $5,060+133.5% | $6,691+76.6% |
| Admin fee / account holder | $18,751 | $9,750+92.3% | $8,391+123.5% | $13,402+39.9% |