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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 | $41,432 | $96,558-57.1% | $80,977-48.8% | $273,972-84.9% |
| Participation rate | 72.2% | 79.1%-6.9pp | 75.8%-3.6pp | 83.0%-10.8pp |
| Annual return | 7.58% | 15.14%-7.6pp | 17.11%-9.5pp | 41.46%-33.9pp |
| Employer contribution / active EE | $5,561 | $4,869+14.2% | $3,715+49.7% | $4,869+14.2% |
| Participant deferral / active EE | $14,146 | $6,598+114.4% | $5,696+148.3% | $5,287+167.5% |
| Admin fee / account holder | $17,141 | $7,493+128.8% | $5,517+210.7% | $10,133+69.2% |