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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 | $53,151 | $135,956-60.9% | $123,894-57.1% | $273,972-80.6% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 3.87% | 56.63%-52.8pp | 47.52%-43.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,250 | $5,170-56.5% | $4,617-51.3% | $4,869-53.8% |
| Participant deferral / active EE | $2,414 | $6,343-61.9% | $5,984-59.7% | $5,287-54.3% |
| Admin fee / account holder | $10,399 | $9,817+5.9% | $8,357+24.4% | $10,133+2.6% |