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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 | $53,707 | $117,895-54.4% | $102,460-47.6% | $145,897-63.2% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 13.80% | 31.92%-18.1pp | 29.47%-15.7pp | 552.29%-538.5pp |
| Employer contribution / active EE | $2,172 | $3,619-40.0% | $3,025-28.2% | $4,663-53.4% |
| Participant deferral / active EE | $7,272 | $5,736+26.8% | $5,056+43.8% | $6,689+8.7% |
| Admin fee / account holder | $2,181 | $13,353-83.7% | $9,460-76.9% | $13,390-83.7% |