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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 | $87,243 | $110,410-21.0% | $102,437-14.8% | $145,897-40.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.72% | 24.85%-9.1pp | 24.95%-9.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,222 | $4,217-23.6% | $3,871-16.8% | $4,663-30.9% |
| Participant deferral / active EE | $5,723 | $5,622+1.8% | $5,060+13.1% | $6,689-14.4% |
| Admin fee / account holder | $70,172 | $9,745+620.1% | $8,388+736.6% | $13,390+424.0% |