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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 | $83,762 | $118,488-29.3% | $98,462-14.9% | $139,487-39.9% |
| Participation rate | 70.6% | 77.5%-6.9pp | 75.2%-4.6pp | 80.3%-9.7pp |
| Annual return | 15.51% | 18.96%-3.5pp | 21.17%-5.7pp | 373.84%-358.3pp |
| Employer contribution / active EE | $2,605 | $3,611-27.8% | $3,049-14.6% | $4,755-45.2% |
| Participant deferral / active EE | $4,995 | $5,393-7.4% | $4,738+5.4% | $6,713-25.6% |
| Admin fee / account holder | $26,835 | $13,868+93.5% | $8,875+202.4% | $11,407+135.2% |