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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 | $49,833 | $199,109-75.0% | $173,730-71.3% | $154,746-67.8% |
| Participation rate | 72.2% | 82.8%-10.6pp | 79.6%-7.3pp | 80.7%-8.5pp |
| Annual return | 17.29% | 20.02%-2.7pp | 19.96%-2.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,839 | $5,311-65.4% | $4,577-59.8% | $4,379-58.0% |
| Participant deferral / active EE | $5,051 | $7,113-29.0% | $6,326-20.2% | $6,730-24.9% |
| Admin fee / account holder | $5,386 | $20,916-74.2% | $17,523-69.3% | $14,365-62.5% |