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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 | $47,661 | $124,330-61.7% | $109,173-56.3% | $167,536-71.6% |
| Participation rate | 70.6% | 79.5%-8.9pp | 75.9%-5.3pp | 82.1%-11.5pp |
| Annual return | 10.48% | 26.04%-15.6pp | 25.75%-15.3pp | 478.82%-468.3pp |
| Employer contribution / active EE | $2,151 | $4,209-48.9% | $3,723-42.2% | $4,839-55.5% |
| Participant deferral / active EE | $3,793 | $5,256-27.8% | $4,654-18.5% | $6,342-40.2% |
| Admin fee / account holder | $1,671 | $7,974-79.0% | $6,755-75.3% | $12,315-86.4% |