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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 | $87,919 | $254,759-65.5% | $216,567-59.4% | $198,609-55.7% |
| Participation rate | 71.4% | 84.5%-13.1pp | 81.6%-10.2pp | 82.4%-10.9pp |
| Annual return | 18.77% | 10.04%+8.7pp | 12.94%+5.8pp | 202.70%-183.9pp |
| Employer contribution / active EE | $2,321 | $6,096-61.9% | $5,216-55.5% | $5,055-54.1% |
| Participant deferral / active EE | $4,172 | $6,948-40.0% | $6,191-32.6% | $6,977-40.2% |
| Admin fee / account holder | $167,651 | $26,311+537.2% | $21,981+662.7% | $19,030+781.0% |