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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 | $57,544 | $124,314-53.7% | $109,163-47.3% | $167,518-65.6% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.5pp | 82.1%-10.7pp |
| Annual return | 16.48% | 26.04%-9.6pp | 25.75%-9.3pp | 478.71%-462.2pp |
| Employer contribution / active EE | $1,814 | $4,209-56.9% | $3,723-51.3% | $4,838-62.5% |
| Participant deferral / active EE | $7,220 | $5,256+37.3% | $4,654+55.1% | $6,342+13.8% |
| Admin fee / account holder | $1,137 | $7,973-85.7% | $6,754-83.2% | $12,312-90.8% |