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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 | $89,492 | $136,860-34.6% | $120,344-25.6% | $154,746-42.2% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.7%-6.7pp | 80.7%-10.7pp |
| Annual return | 16.39% | 21.38%-5.0pp | 20.30%-3.9pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,258 | $3,533-36.1% | $3,020-25.3% | $4,379-48.4% |
| Participant deferral / active EE | $7,239 | $5,793+24.9% | $5,135+41.0% | $6,730+7.6% |
| Admin fee / account holder | $64,285 | $15,393+317.6% | $12,742+404.5% | $14,365+347.5% |