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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 | $74,200 | $96,562-23.2% | $80,976-8.4% | $273,968-72.9% |
| Participation rate | 73.3% | 79.1%-5.8pp | 75.8%-2.5pp | 83.0%-9.7pp |
| Annual return | 3.71% | 15.14%-11.4pp | 17.10%-13.4pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,466 | $4,868-69.9% | $3,714-60.5% | $4,869-69.9% |
| Participant deferral / active EE | $5,624 | $6,597-14.8% | $5,696-1.3% | $5,287+6.4% |
| Admin fee / account holder | $22,409 | $7,493+199.1% | $5,516+306.2% | $10,132+121.2% |