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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 | $44,856 | $71,353-37.1% | $92,805-51.7% | $86,983-48.4% |
| Participation rate | 75.8% | 80.9%-5.1pp | 83.5%-7.8pp | 69.5%+6.2pp |
| Annual return | 21.94% | 44.68%-22.7pp | 31.59%-9.6pp | 25.83%-3.9pp |
| Employer contribution / active EE | $5,996 | $2,468+142.9% | $3,424+75.1% | $2,584+132.0% |
| Participant deferral / active EE | $5,371 | $6,966-22.9% | $8,448-36.4% | $4,194+28.1% |
| Admin fee / account holder | $17,086 | $6,099+180.1% | $10,911+56.6% | $7,856+117.5% |