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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 | $49,905 | $117,895-57.7% | $102,460-51.3% | $145,897-65.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 11.22% | 31.92%-20.7pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,465 | $3,619-59.5% | $3,025-51.6% | $4,663-68.6% |
| Participant deferral / active EE | $3,180 | $5,736-44.6% | $5,056-37.1% | $6,689-52.5% |
| Admin fee / account holder | $3,020 | $13,353-77.4% | $9,460-68.1% | $13,390-77.4% |