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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 | $48,584 | $99,053-51.0% | $88,179-44.9% | $138,895-65.0% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.1%+0.9pp | 79.9%-9.9pp |
| Annual return | 19.61% | 78.17%-58.6pp | 64.97%-45.4pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,218 | $2,882-57.8% | $2,549-52.2% | $4,194-71.0% |
| Participant deferral / active EE | $4,290 | $5,225-17.9% | $4,614-7.0% | $6,396-32.9% |
| Admin fee / account holder | $557 | $8,748-93.6% | $7,673-92.7% | $12,562-95.6% |