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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 | $57,973 | $112,729-48.6% | $98,716-41.3% | $137,256-57.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 15.76% | 38.48%-22.7pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $22,614 | $2,725+729.8% | $2,279+892.5% | $4,156+444.1% |
| Participant deferral / active EE | $49,820 | $4,640+973.7% | $4,048+1130.8% | $6,407+677.6% |
| Admin fee / account holder | $37,509 | $10,129+270.3% | $8,703+331.0% | $12,270+205.7% |