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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 | $52,290 | $201,370-74.0% | $184,256-71.6% | $145,897-64.2% |
| Participation rate | 73.7% | 87.5%-13.8pp | 86.8%-13.1pp | 80.3%-6.6pp |
| Annual return | 15.39% | 29.05%-13.7pp | 28.85%-13.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $1,759 | $7,024-75.0% | $6,427-72.6% | $4,663-62.3% |
| Participant deferral / active EE | $6,073 | $9,808-38.1% | $9,133-33.5% | $6,689-9.2% |
| Admin fee / account holder | $28,258 | $16,364+72.7% | $13,899+103.3% | $13,390+111.0% |