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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 | $47,101 | $165,381-71.5% | $149,730-68.5% | $158,966-70.4% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 12.03% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $2,478 | $5,104-51.5% | $4,645-46.7% | $4,762-48.0% |
| Participant deferral / active EE | $4,570 | $7,182-36.4% | $6,843-33.2% | $5,983-23.6% |
| Admin fee / account holder | $1,271 | $10,809-88.2% | $9,310-86.3% | $11,250-88.7% |