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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 | $59,016 | $88,707-33.5% | $74,184-20.4% | $273,972-78.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 8.37% | 11.94%-3.6pp | 17.74%-9.4pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,676 | $3,159-47.0% | $2,370-29.3% | $4,869-65.6% |
| Participant deferral / active EE | $3,276 | $4,212-22.2% | $3,550-7.7% | $5,287-38.0% |
| Admin fee / account holder | $68,906 | $8,717+690.5% | $5,586+1133.6% | $10,133+580.0% |