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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 | $49,755 | $201,370-75.3% | $184,256-73.0% | $145,897-65.9% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 18.34% | 29.05%-10.7pp | 28.85%-10.5pp | 552.29%-534.0pp |
| Employer contribution / active EE | $7,438 | $7,024+5.9% | $6,427+15.7% | $4,663+59.5% |
| Participant deferral / active EE | $13,120 | $9,808+33.8% | $9,133+43.7% | $6,689+96.1% |
| Admin fee / account holder | $2,748 | $16,364-83.2% | $13,899-80.2% | $13,390-79.5% |