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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 | $51,488 | $228,352-77.5% | $185,827-72.3% | $158,950-67.6% |
| Participation rate | 76.9% | 82.3%-5.4pp | 78.0%-1.1pp | 82.0%-5.0pp |
| Annual return | 17.90% | 40.81%-22.9pp | 35.96%-18.1pp | 302.91%-285.0pp |
| Employer contribution / active EE | $1,723 | $4,967-65.3% | $4,087-57.8% | $4,762-63.8% |
| Participant deferral / active EE | $5,317 | $6,416-17.1% | $5,633-5.6% | $5,983-11.1% |
| Admin fee / account holder | $6,436 | $11,867-45.8% | $9,502-32.3% | $11,248-42.8% |