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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 | $38,778 | $110,379-64.9% | $102,412-62.1% | $145,884-73.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 10.15% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,985 | $4,216-52.9% | $3,870-48.7% | $4,662-57.4% |
| Participant deferral / active EE | $2,354 | $5,622-58.1% | $5,060-53.5% | $6,690-64.8% |
| Admin fee / account holder | $3,460 | $9,745-64.5% | $8,388-58.7% | $13,392-74.2% |