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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 | $63,433 | $167,353-62.1% | $143,797-55.9% | $134,545-52.9% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | 30.56% | 0.48%+30.1pp | -0.04%+30.6pp | 418.37%-387.8pp |
| Employer contribution / active EE | $2,833 | $5,620-49.6% | $4,952-42.8% | $4,742-40.3% |
| Participant deferral / active EE | $5,711 | $6,447-11.4% | $5,638+1.3% | $6,401-10.8% |
| Admin fee / account holder | $1,923 | $18,096-89.4% | $14,679-86.9% | $11,431-83.2% |