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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 | $49,449 | $153,769-67.8% | $133,975-63.1% | $273,972-82.0% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 14.77% | 36.51%-21.7pp | 29.29%-14.5pp | 41.46%-26.7pp |
| Employer contribution / active EE | $15,653 | $6,029+159.6% | $5,211+200.4% | $4,869+221.5% |
| Participant deferral / active EE | $6,701 | $6,958-3.7% | $6,282+6.7% | $5,287+26.7% |
| Admin fee / account holder | $13,533 | $11,765+15.0% | $9,324+45.1% | $10,133+33.6% |