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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 | $48,425 | $110,379-56.1% | $102,412-52.7% | $145,884-66.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 12.31% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,175 | $4,216-72.1% | $3,870-69.6% | $4,662-74.8% |
| Participant deferral / active EE | $2,014 | $5,622-64.2% | $5,060-60.2% | $6,690-69.9% |
| Admin fee / account holder | $5,053 | $9,745-48.1% | $8,388-39.8% | $13,392-62.3% |