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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 | $87,134 | $103,393-15.7% | $87,1030% | $152,909-43.0% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 23.38% | 28.10%-4.7pp | 28.19%-4.8pp | 345.46%-322.1pp |
| Employer contribution / active EE | $2,471 | $3,221-23.3% | $2,521-2.0% | $4,764-48.1% |
| Participant deferral / active EE | $3,720 | $4,778-22.1% | $4,049-8.1% | $5,851-36.4% |
| Admin fee / account holder | $9,831 | $12,195-19.4% | $7,491+31.2% | $11,601-15.3% |