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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 | $49,870 | $125,778-60.4% | $114,563-56.5% | $154,746-67.8% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.9%-2.9pp | 80.7%-10.7pp |
| Annual return | 17.41% | 295.14%-277.7pp | 241.09%-223.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,219 | $2,806-56.6% | $2,592-53.0% | $4,379-72.2% |
| Participant deferral / active EE | $2,776 | $4,445-37.5% | $4,142-33.0% | $6,730-58.8% |
| Admin fee / account holder | $4,500 | $8,190-45.1% | $7,623-41.0% | $14,365-68.7% |