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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 | $50,319 | $107,421-53.2% | $182,262-72.4% | $94,015-46.5% |
| Participation rate | 70.7% | 77.8%-7.1pp | 84.2%-13.5pp | 70.8%-0.2pp |
| Annual return | 16.25% | 21.32%-5.1pp | 140.60%-124.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $1,465 | $3,448-57.5% | $5,046-71.0% | $2,790-47.5% |
| Participant deferral / active EE | $4,399 | $6,558-32.9% | $8,276-46.8% | $4,249+3.5% |
| Admin fee / account holder | $1,739 | $8,692-80.0% | $16,712-89.6% | $8,951-80.6% |