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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 | $47,241 | $65,696-28.1% | $56,429-16.3% | $147,586-68.0% |
| Participation rate | 70.8% | 85.5%-14.7pp | 80.0%-9.2pp | 82.8%-12.0pp |
| Annual return | 21.26% | 13.32%+7.9pp | 19.04%+2.2pp | 578.59%-557.3pp |
| Employer contribution / active EE | $1,492 | $4,121-63.8% | $3,405-56.2% | $4,876-69.4% |
| Participant deferral / active EE | $4,150 | $4,876-14.9% | $3,951+5.0% | $5,439-23.7% |
| Admin fee / account holder | $4,151 | $5,947-30.2% | $4,466-7.1% | $10,886-61.9% |