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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 | $60,320 | $176,786-65.9% | $146,643-58.9% | $167,536-64.0% |
| Participation rate | 70.6% | 83.6%-13.0pp | 80.1%-9.5pp | 82.1%-11.5pp |
| Annual return | 13.67% | 24.04%-10.4pp | 22.75%-9.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $3,079 | $5,161-40.3% | $4,137-25.6% | $4,839-36.4% |
| Participant deferral / active EE | $5,644 | $6,440-12.4% | $5,506+2.5% | $6,342-11.0% |
| Admin fee / account holder | $7,415 | $13,262-44.1% | $10,280-27.9% | $12,315-39.8% |