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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 | $117,829-47.8% | $102,423-39.9% | $145,877-57.8% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 18.00% | 31.83%-13.8pp | 29.42%-11.4pp | 551.28%-533.3pp |
| Employer contribution / active EE | $4,311 | $3,615+19.3% | $3,023+42.6% | $4,663-7.5% |
| Participant deferral / active EE | $4,876 | $5,732-14.9% | $5,054-3.5% | $6,691-27.1% |
| Admin fee / account holder | $25,737 | $13,335+93.0% | $9,455+172.2% | $13,402+92.0% |