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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 | $72,433 | $172,111-57.9% | $150,298-51.8% | $137,256-47.2% |
| Participation rate | 76.5% | 81.7%-5.2pp | 77.8%-1.3pp | 80.0%-3.5pp |
| Annual return | 11.45% | 69.37%-57.9pp | 62.79%-51.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,119 | $4,636-54.3% | $4,154-49.0% | $4,156-49.0% |
| Participant deferral / active EE | $3,924 | $6,166-36.4% | $5,453-28.0% | $6,407-38.7% |
| Admin fee / account holder | $28,917 | $16,471+75.6% | $14,116+104.9% | $12,270+135.7% |