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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 | $45,421 | $111,814-59.4% | $103,374-56.1% | $145,959-68.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 19.59% | 24.77%-5.2pp | 24.89%-5.3pp | 561.95%-542.4pp |
| Employer contribution / active EE | $3,823 | $4,214-9.3% | $3,869-1.2% | $4,661-18.0% |
| Participant deferral / active EE | $4,940 | $5,618-12.1% | $5,058-2.3% | $6,689-26.1% |
| Admin fee / account holder | $1,481 | $9,754-84.8% | $8,394-82.4% | $13,398-88.9% |