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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 | $72,072 | $181,896-60.4% | $156,551-54.0% | $273,972-73.7% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 4.39% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $4,805 | $6,248-23.1% | $5,501-12.7% | $4,869-1.3% |
| Participant deferral / active EE | $7,315 | $5,550+31.8% | $4,871+50.2% | $5,287+38.4% |
| Admin fee / account holder | $34,638 | $15,560+122.6% | $13,028+165.9% | $10,133+241.8% |