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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 | $52,398 | $124,330-57.9% | $109,173-52.0% | $167,536-68.7% |
| Participation rate | 76.2% | 79.5%-3.3pp | 75.9%+0.3pp | 82.1%-5.9pp |
| Annual return | 9.96% | 26.04%-16.1pp | 25.75%-15.8pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,056 | $4,209-74.9% | $3,723-71.6% | $4,839-78.2% |
| Participant deferral / active EE | $1,897 | $5,256-63.9% | $4,654-59.2% | $6,342-70.1% |
| Admin fee / account holder | $1,647 | $7,974-79.3% | $6,755-75.6% | $12,315-86.6% |