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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 | $48,076 | $92,798-48.2% | $96,707-50.3% | $137,256-65.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 80.4%-5.4pp | 80.0%-5.0pp |
| Annual return | 18.72% | 31.24%-12.5pp | 34.78%-16.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $10,415 | $4,147+151.1% | $4,191+148.5% | $4,156+150.6% |
| Participant deferral / active EE | $21,625 | $5,877+268.0% | $5,997+260.6% | $6,407+237.5% |
| Admin fee / account holder | $7,862 | $7,946-1.0% | $7,503+4.8% | $12,270-35.9% |