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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 | $46,692 | $115,814-59.7% | $101,275-53.9% | $158,982-70.6% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.1pp |
| Annual return | 7.80% | 56.16%-48.4pp | 46.48%-38.7pp | 302.99%-295.2pp |
| Employer contribution / active EE | $1,173 | $4,176-71.9% | $3,660-68.0% | $4,763-75.4% |
| Participant deferral / active EE | $2,428 | $4,958-51.0% | $4,371-44.5% | $5,983-59.4% |
| Admin fee / account holder | $9,190 | $7,249+26.8% | $5,948+54.5% | $11,252-18.3% |