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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 | $45,148 | $135,956-66.8% | $123,894-63.6% | $273,972-83.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 4.35% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.1pp |
| Employer contribution / active EE | $3,691 | $5,170-28.6% | $4,617-20.1% | $4,869-24.2% |
| Participant deferral / active EE | $14,037 | $6,343+121.3% | $5,984+134.6% | $5,287+165.5% |
| Admin fee / account holder | $9,043 | $9,817-7.9% | $8,357+8.2% | $10,133-10.8% |