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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 | $64,382 | $124,314-48.2% | $109,163-41.0% | $167,518-61.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 14.95% | 26.04%-11.1pp | 25.75%-10.8pp | 478.71%-463.8pp |
| Employer contribution / active EE | $2,621 | $4,209-37.7% | $3,723-29.6% | $4,838-45.8% |
| Participant deferral / active EE | $7,106 | $5,256+35.2% | $4,654+52.7% | $6,342+12.1% |
| Admin fee / account holder | $2,869 | $7,973-64.0% | $6,754-57.5% | $12,312-76.7% |