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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 | $88,883 | $136,860-35.1% | $120,344-26.1% | $154,746-42.6% |
| Participation rate | 76.2% | 79.9%-3.7pp | 76.7%-0.5pp | 80.7%-4.5pp |
| Annual return | 12.01% | 21.38%-9.4pp | 20.30%-8.3pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,124 | $3,533-39.9% | $3,020-29.7% | $4,379-51.5% |
| Participant deferral / active EE | $4,755 | $5,793-17.9% | $5,135-7.4% | $6,730-29.4% |
| Admin fee / account holder | $45,548 | $15,393+195.9% | $12,742+257.5% | $14,365+217.1% |