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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 | $46,643 | $124,330-62.5% | $109,173-57.3% | $167,536-72.2% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 17.21% | 26.04%-8.8pp | 25.75%-8.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $3,153 | $4,209-25.1% | $3,723-15.3% | $4,839-34.9% |
| Participant deferral / active EE | $5,337 | $5,256+1.5% | $4,654+14.7% | $6,342-15.9% |
| Admin fee / account holder | $4,542 | $7,974-43.0% | $6,755-32.8% | $12,315-63.1% |