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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 | $48,984 | $157,304-68.9% | $141,197-65.3% | $152,909-68.0% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.5%-1.5pp |
| Annual return | 18.54% | 64.34%-45.8pp | 71.41%-52.9pp | 345.46%-326.9pp |
| Employer contribution / active EE | $2,032 | $5,263-61.4% | $4,736-57.1% | $4,764-57.3% |
| Participant deferral / active EE | $3,597 | $7,111-49.4% | $6,710-46.4% | $5,851-38.5% |
| Admin fee / account holder | $4,822 | $12,126-60.2% | $10,265-53.0% | $11,601-58.4% |