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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 | $51,242 | $90,486-43.4% | $78,676-34.9% | $273,972-81.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 30.52% | 75.62%-45.1pp | 62.19%-31.7pp | 41.46%-10.9pp |
| Employer contribution / active EE | $1,946 | $3,175-38.7% | $2,850-31.7% | $4,869-60.0% |
| Participant deferral / active EE | $6,679 | $3,901+71.2% | $3,517+89.9% | $5,287+26.3% |
| Admin fee / account holder | $572 | $5,263-89.1% | $4,510-87.3% | $10,133-94.4% |