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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 | $51,408 | $201,372-74.5% | $184,260-72.1% | $145,884-64.8% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 10.92% | 29.04%-18.1pp | 28.84%-17.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,771 | $7,024-60.5% | $6,427-56.9% | $4,662-40.6% |
| Participant deferral / active EE | $6,376 | $9,808-35.0% | $9,133-30.2% | $6,690-4.7% |
| Admin fee / account holder | $4,707 | $16,362-71.2% | $13,898-66.1% | $13,392-64.9% |