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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 | $45,560 | $100,139-54.5% | $85,187-46.5% | $145,884-68.8% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.0pp |
| Annual return | 10.17% | 84.15%-74.0pp | 66.67%-56.5pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,851 | $3,238-42.8% | $2,732-32.3% | $4,662-60.3% |
| Participant deferral / active EE | $2,433 | $5,296-54.1% | $4,525-46.2% | $6,690-63.6% |
| Admin fee / account holder | $5,253 | $7,262-27.7% | $6,162-14.7% | $13,392-60.8% |