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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 | $29,287 | $103,393-71.7% | $87,103-66.4% | $152,909-80.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 14.66% | 28.10%-13.4pp | 28.19%-13.5pp | 345.46%-330.8pp |
| Employer contribution / active EE | $2,019 | $3,221-37.3% | $2,521-19.9% | $4,764-57.6% |
| Participant deferral / active EE | $4,947 | $4,778+3.5% | $4,049+22.2% | $5,851-15.5% |
| Admin fee / account holder | $63,957 | $12,195+424.4% | $7,491+753.7% | $11,601+451.3% |