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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 | $47,906 | $157,276-69.5% | $141,177-66.1% | $152,885-68.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 16.39% | 64.33%-47.9pp | 71.40%-55.0pp | 345.39%-329.0pp |
| Employer contribution / active EE | $2,901 | $5,262-44.9% | $4,736-38.7% | $4,763-39.1% |
| Participant deferral / active EE | $6,412 | $7,110-9.8% | $6,710-4.4% | $5,851+9.6% |
| Admin fee / account holder | $8,362 | $12,123-31.0% | $10,263-18.5% | $11,598-27.9% |