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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 | $52,665 | $110,410-52.3% | $102,437-48.6% | $145,897-63.9% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 11.39% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-540.9pp |
| Employer contribution / active EE | $4,317 | $4,217+2.4% | $3,871+11.5% | $4,663-7.4% |
| Participant deferral / active EE | $4,225 | $5,622-24.8% | $5,060-16.5% | $6,689-36.8% |
| Admin fee / account holder | $517 | $9,745-94.7% | $8,388-93.8% | $13,390-96.1% |