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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 | $72,650 | $77,460-6.2% | $100,378-27.6% | $80,925-10.2% |
| Participation rate | 76.9% | 76.9%0pp | 81.5%-4.6pp | 67.7%+9.3pp |
| Annual return | 25.59% | 37.24%-11.7pp | 49.41%-23.8pp | 35.65%-10.1pp |
| Employer contribution / active EE | $4,482 | $2,801+60.0% | $3,942+13.7% | $2,756+62.6% |
| Participant deferral / active EE | $14,644 | $6,818+114.8% | $8,087+81.1% | $4,299+240.7% |
| Admin fee / account holder | $41,138 | $5,887+598.8% | $7,899+420.8% | $6,940+492.8% |