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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 | $52,854 | $135,956-61.1% | $123,894-57.3% | $273,972-80.7% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 7.44% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $2,521 | $5,170-51.2% | $4,617-45.4% | $4,869-48.2% |
| Participant deferral / active EE | $5,726 | $6,343-9.7% | $5,984-4.3% | $5,287+8.3% |
| Admin fee / account holder | $19,188 | $9,817+95.4% | $8,357+129.6% | $10,133+89.4% |