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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 | $49,733 | $124,425-60.0% | $112,040-55.6% | $137,256-63.8% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 18.03% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,991 | $3,411-41.6% | $2,954-32.6% | $4,156-52.1% |
| Participant deferral / active EE | $4,625 | $5,718-19.1% | $5,098-9.3% | $6,407-27.8% |
| Admin fee / account holder | $27,505 | $15,207+80.9% | $12,098+127.3% | $12,270+124.2% |