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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 | $49,619 | $135,956-63.5% | $123,894-60.0% | $273,972-81.9% |
| Participation rate | 70.8% | 84.1%-13.2pp | 81.4%-10.6pp | 83.0%-12.2pp |
| Annual return | 13.13% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.3pp |
| Employer contribution / active EE | $2,119 | $5,170-59.0% | $4,617-54.1% | $4,869-56.5% |
| Participant deferral / active EE | $3,635 | $6,343-42.7% | $5,984-39.3% | $5,287-31.2% |
| Admin fee / account holder | $2,344 | $9,817-76.1% | $8,357-71.9% | $10,133-76.9% |