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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 | $53,457 | $110,410-51.6% | $102,437-47.8% | $145,897-63.4% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 9.90% | 24.85%-15.0pp | 24.95%-15.1pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,539 | $4,217-63.5% | $3,871-60.2% | $4,663-67.0% |
| Participant deferral / active EE | $2,671 | $5,622-52.5% | $5,060-47.2% | $6,689-60.1% |
| Admin fee / account holder | $777 | $9,745-92.0% | $8,388-90.7% | $13,390-94.2% |