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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 | $46,576 | $111,535-58.2% | $105,223-55.7% | $137,256-66.1% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.0%-1.1pp | 80.0%-6.0pp |
| Annual return | 17.70% | 237.85%-220.2pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,240 | $3,939-43.1% | $3,689-39.3% | $4,156-46.1% |
| Participant deferral / active EE | $2,954 | $5,500-46.3% | $5,072-41.8% | $6,407-53.9% |
| Admin fee / account holder | $3,519 | $9,721-63.8% | $8,859-60.3% | $12,270-71.3% |