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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 | $53,402 | $110,240-51.6% | $96,544-44.7% | $139,487-61.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.39% | 26.41%-13.0pp | 25.88%-12.5pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,350 | $3,622-35.1% | $2,966-20.8% | $4,755-50.6% |
| Participant deferral / active EE | $3,578 | $5,549-35.5% | $4,851-26.3% | $6,713-46.7% |
| Admin fee / account holder | $26,312 | $11,602+126.8% | $8,254+218.8% | $11,407+130.7% |