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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 | $81,688 | $105,623-22.7% | $87,502-6.6% | $273,972-70.2% |
| Participation rate | 71.4% | 78.2%-6.8pp | 73.8%-2.4pp | 83.0%-11.6pp |
| Annual return | 9.10% | 12.26%-3.2pp | 12.21%-3.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,229 | $3,141-60.9% | $2,550-51.8% | $4,869-74.8% |
| Participant deferral / active EE | $3,308 | $3,601-8.1% | $3,149+5.1% | $5,287-37.4% |
| Admin fee / account holder | $366 | $4,781-92.3% | $4,221-91.3% | $10,133-96.4% |