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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 | $49,349 | $87,166-43.4% | $76,735-35.7% | $137,256-64.0% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 16.65% | 26.50%-9.9pp | 29.77%-13.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,458 | $2,904-15.4% | $2,454+0.2% | $4,156-40.9% |
| Participant deferral / active EE | $7,011 | $4,726+48.3% | $4,088+71.5% | $6,407+9.4% |
| Admin fee / account holder | $93,902 | $8,403+1017.5% | $7,189+1206.1% | $12,270+665.3% |