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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 | $50,987 | $127,387-60.0% | $115,038-55.7% | $125,389-59.3% |
| Participation rate | 76.2% | 84.2%-8.0pp | 81.4%-5.2pp | 83.2%-7.0pp |
| Annual return | 5.79% | 31.28%-25.5pp | 26.14%-20.4pp | 282.24%-276.5pp |
| Employer contribution / active EE | $2,362 | $5,166-54.3% | $4,608-48.7% | $4,866-51.5% |
| Participant deferral / active EE | $4,853 | $6,423-24.4% | $6,026-19.5% | $5,352-9.3% |
| Admin fee / account holder | $24,899 | $9,516+161.6% | $8,175+204.6% | $9,541+161.0% |