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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 | $145,470 | $176,786-17.7% | $146,643-0.8% | $167,536-13.2% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 12.86% | 24.04%-11.2pp | 22.75%-9.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,599 | $5,161-30.3% | $4,137-13.0% | $4,839-25.6% |
| Participant deferral / active EE | $5,448 | $6,440-15.4% | $5,506-1.0% | $6,342-14.1% |
| Admin fee / account holder | $21,704 | $13,262+63.7% | $10,280+111.1% | $12,315+76.3% |