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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 | $57,155 | $69,518-17.8% | $59,883-4.6% | $135,382-57.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.7%-3.3pp | 82.6%-11.2pp |
| Annual return | 12.88% | 7.95%+4.9pp | 3.46%+9.4pp | 519.77%-506.9pp |
| Employer contribution / active EE | $4,305 | $3,235+33.1% | $2,722+58.2% | $4,779-9.9% |
| Participant deferral / active EE | $7,220 | $4,204+71.7% | $3,402+112.2% | $5,609+28.7% |
| Admin fee / account holder | $20,429 | $5,734+256.3% | $3,591+469.0% | $10,829+88.7% |