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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 | $59,945 | $113,338-47.1% | $94,993-36.9% | $147,586-59.4% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 17.45% | 20.80%-3.4pp | 27.14%-9.7pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,529 | $3,160-51.6% | $2,603-41.3% | $4,876-68.6% |
| Participant deferral / active EE | $4,504 | $3,777+19.2% | $3,317+35.8% | $5,439-17.2% |
| Admin fee / account holder | $2,939 | $6,063-51.5% | $4,960-40.8% | $10,886-73.0% |