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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 | $48,416 | $172,111-71.9% | $150,298-67.8% | $137,256-64.7% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 22.69% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,881 | $4,636-37.9% | $4,154-30.7% | $4,156-30.7% |
| Participant deferral / active EE | $9,113 | $6,166+47.8% | $5,453+67.1% | $6,407+42.2% |
| Admin fee / account holder | $388 | $16,471-97.6% | $14,116-97.3% | $12,270-96.8% |