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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 | $49,401 | $201,372-75.5% | $184,260-73.2% | $145,884-66.1% |
| Participation rate | 78.6% | 87.5%-8.9pp | 86.8%-8.3pp | 80.3%-1.7pp |
| Annual return | 15.84% | 29.04%-13.2pp | 28.84%-13.0pp | 551.85%-536.0pp |
| Employer contribution / active EE | $1,814 | $7,024-74.2% | $6,427-71.8% | $4,662-61.1% |
| Participant deferral / active EE | $4,573 | $9,808-53.4% | $9,133-49.9% | $6,690-31.6% |
| Admin fee / account holder | $17,132 | $16,362+4.7% | $13,898+23.3% | $13,392+27.9% |