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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 | $51,243 | $135,956-62.3% | $123,894-58.6% | $273,972-81.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 10.32% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,234 | $5,170-56.8% | $4,617-51.6% | $4,869-54.1% |
| Participant deferral / active EE | $4,724 | $6,343-25.5% | $5,984-21.1% | $5,287-10.7% |
| Admin fee / account holder | $326 | $9,817-96.7% | $8,357-96.1% | $10,133-96.8% |