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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 | $85,721 | $149,679-42.7% | $117,039-26.8% | $147,586-41.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 9.61% | 19.31%-9.7pp | 18.95%-9.3pp | 578.59%-569.0pp |
| Employer contribution / active EE | $1,930 | $4,937-60.9% | $3,785-49.0% | $4,876-60.4% |
| Participant deferral / active EE | $2,570 | $4,912-47.7% | $3,929-34.6% | $5,439-52.8% |
| Admin fee / account holder | $508 | $7,856-93.5% | $5,974-91.5% | $10,886-95.3% |