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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 | $115,225-49.7% | $100,712-42.4% | $138,895-58.3% |
| Participation rate | 70.0% | 74.3%-4.3pp | 69.3%+0.7pp | 79.9%-9.9pp |
| Annual return | 15.76% | 40.35%-24.6pp | 33.27%-17.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $22,614 | $2,771+716.0% | $2,313+877.8% | $4,194+439.2% |
| Participant deferral / active EE | $49,820 | $4,699+960.2% | $4,085+1119.5% | $6,396+678.9% |
| Admin fee / account holder | $37,509 | $10,844+245.9% | $9,256+305.2% | $12,562+198.6% |