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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 | $47,162 | $155,555-69.7% | $146,866-67.9% | $155,188-69.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 24.85% | 115.41%-90.6pp | 102.85%-78.0pp | 148.84%-124.0pp |
| Employer contribution / active EE | $8,434 | $4,647+81.5% | $4,425+90.6% | $4,248+98.5% |
| Participant deferral / active EE | $12,442 | $8,044+54.7% | $7,759+60.3% | $6,531+90.5% |
| Admin fee / account holder | $69,494 | $14,755+371.0% | $13,620+410.2% | $14,480+379.9% |