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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 | $65,677 | $135,956-51.7% | $123,894-47.0% | $273,972-76.0% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 4.83% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $4,545 | $5,170-12.1% | $4,617-1.5% | $4,869-6.6% |
| Participant deferral / active EE | $6,080 | $6,343-4.1% | $5,984+1.6% | $5,287+15.0% |
| Admin fee / account holder | $41,827 | $9,817+326.0% | $8,357+400.5% | $10,133+312.8% |