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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 | $53,723 | $124,425-56.8% | $112,040-52.0% | $137,256-60.9% |
| Participation rate | 70.6% | 79.3%-8.7pp | 76.5%-5.9pp | 80.0%-9.4pp |
| Annual return | 18.05% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,225 | $3,411-34.8% | $2,954-24.7% | $4,156-46.5% |
| Participant deferral / active EE | $5,156 | $5,718-9.8% | $5,098+1.2% | $6,407-19.5% |
| Admin fee / account holder | $5,378 | $15,207-64.6% | $12,098-55.5% | $12,270-56.2% |