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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 | $48,859 | $112,131-56.4% | $95,964-49.1% | $158,982-69.3% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 10.53% | 171.19%-160.7pp | 91.64%-81.1pp | 302.99%-292.5pp |
| Employer contribution / active EE | $709 | $3,199-77.8% | $2,541-72.1% | $4,763-85.1% |
| Participant deferral / active EE | $1,906 | $4,784-60.2% | $4,167-54.3% | $5,983-68.1% |
| Admin fee / account holder | $8,110 | $10,136-20.0% | $6,797+19.3% | $11,252-27.9% |