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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 | $48,830 | $162,785-70.0% | $133,959-63.5% | $158,950-69.3% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 23.21% | 41.94%-18.7pp | 45.09%-21.9pp | 302.91%-279.7pp |
| Employer contribution / active EE | $1,185 | $4,975-76.2% | $3,919-69.8% | $4,762-75.1% |
| Participant deferral / active EE | $4,814 | $5,910-18.5% | $5,047-4.6% | $5,983-19.5% |
| Admin fee / account holder | $2,906 | $11,738-75.2% | $8,928-67.5% | $11,248-74.2% |