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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 | $86,797 | $139,948-38.0% | $121,663-28.7% | $154,746-43.9% |
| Participation rate | 76.5% | 78.0%-1.5pp | 74.5%+2.0pp | 80.7%-4.2pp |
| Annual return | 8.41% | 230.52%-222.1pp | 147.54%-139.1pp | 172.34%-163.9pp |
| Employer contribution / active EE | $2,066 | $3,521-41.3% | $3,020-31.6% | $4,379-52.8% |
| Participant deferral / active EE | $4,132 | $5,629-26.6% | $4,887-15.5% | $6,730-38.6% |
| Admin fee / account holder | $41,616 | $17,321+140.3% | $14,289+191.2% | $14,365+189.7% |