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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 | $49,779 | $103,392-51.9% | $87,104-42.9% | $152,897-67.4% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 22.62% | 28.10%-5.5pp | 28.19%-5.6pp | 345.43%-322.8pp |
| Employer contribution / active EE | $2,081 | $3,221-35.4% | $2,521-17.5% | $4,764-56.3% |
| Participant deferral / active EE | $5,307 | $4,778+11.1% | $4,048+31.1% | $5,851-9.3% |
| Admin fee / account holder | $799 | $12,194-93.4% | $7,491-89.3% | $11,599-93.1% |