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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 | $199,109-55.8% | $173,730-49.4% | $154,746-43.2% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 18.77% | 20.02%-1.2pp | 19.96%-1.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,321 | $5,311-56.3% | $4,577-49.3% | $4,379-47.0% |
| Participant deferral / active EE | $4,172 | $7,113-41.3% | $6,326-34.0% | $6,730-38.0% |
| Admin fee / account holder | $167,651 | $20,916+701.6% | $17,523+856.7% | $14,365+1067.1% |