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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 | $61,522 | $117,895-47.8% | $102,460-40.0% | $145,897-57.8% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 18.00% | 31.92%-13.9pp | 29.47%-11.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $4,311 | $3,619+19.1% | $3,025+42.5% | $4,663-7.5% |
| Participant deferral / active EE | $4,876 | $5,736-15.0% | $5,056-3.6% | $6,689-27.1% |
| Admin fee / account holder | $25,737 | $13,353+92.7% | $9,460+172.1% | $13,390+92.2% |