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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 | $48,203 | $100,911-52.2% | $90,440-46.7% | $158,966-69.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 6.11% | 1726.62%-1720.5pp | 1294.38%-1288.3pp | 302.95%-296.8pp |
| Employer contribution / active EE | $1,534 | $3,690-58.4% | $3,263-53.0% | $4,762-67.8% |
| Participant deferral / active EE | $3,561 | $4,348-18.1% | $3,964-10.2% | $5,983-40.5% |
| Admin fee / account holder | $4,267 | $6,507-34.4% | $5,615-24.0% | $11,250-62.1% |