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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 | $50,111 | $117,904-57.5% | $102,457-51.1% | $145,978-65.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 11.22% | 31.80%-20.6pp | 29.41%-18.2pp | 550.52%-539.3pp |
| Employer contribution / active EE | $1,671 | $3,613-53.7% | $3,022-44.7% | $4,662-64.2% |
| Participant deferral / active EE | $3,180 | $5,733-44.5% | $5,054-37.1% | $6,690-52.5% |
| Admin fee / account holder | $3,020 | $13,329-77.3% | $9,451-68.0% | $13,400-77.5% |