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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 | $72,959 | $98,240-25.7% | $82,312-11.4% | $147,586-50.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 10.41% | 30.85%-20.4pp | 25.88%-15.5pp | 578.59%-568.2pp |
| Employer contribution / active EE | $2,210 | $3,192-30.8% | $2,428-9.0% | $4,876-54.7% |
| Participant deferral / active EE | $4,611 | $4,383+5.2% | $3,706+24.4% | $5,439-15.2% |
| Admin fee / account holder | $19,640 | $8,563+129.4% | $5,608+250.2% | $10,886+80.4% |