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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 | $77,523-6.3% | $100,383-27.6% | $80,874-10.2% |
| Participation rate | 76.9% | 77.0%0pp | 81.5%-4.6pp | 67.6%+9.3pp |
| Annual return | 25.59% | 37.21%-11.6pp | 49.26%-23.7pp | 35.62%-10.0pp |
| Employer contribution / active EE | $4,482 | $2,801+60.0% | $3,944+13.7% | $2,756+62.7% |
| Participant deferral / active EE | $14,644 | $6,822+114.7% | $8,086+81.1% | $4,297+240.8% |
| Admin fee / account holder | $41,138 | $5,899+597.4% | $7,900+420.7% | $6,935+493.2% |