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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 | $50,466 | $100,911-50.0% | $90,440-44.2% | $158,966-68.3% |
| Participation rate | 73.9% | 75.0%-1.1pp | 72.7%+1.2pp | 82.0%-8.1pp |
| Annual return | 13.02% | 1726.62%-1713.6pp | 1294.38%-1281.4pp | 302.95%-289.9pp |
| Employer contribution / active EE | $3,353 | $3,690-9.1% | $3,263+2.8% | $4,762-29.6% |
| Participant deferral / active EE | $2,298 | $4,348-47.2% | $3,964-42.0% | $5,983-61.6% |
| Admin fee / account holder | $3,150 | $6,507-51.6% | $5,615-43.9% | $11,250-72.0% |