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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 | $138,312-35.3% | $122,979-27.2% | $155,188-42.3% |
| Participation rate | 70.0% | 80.2%-10.2pp | 77.2%-7.2pp | 80.8%-10.8pp |
| Annual return | 16.39% | 22.06%-5.7pp | 20.12%-3.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $2,258 | $3,530-36.1% | $3,062-26.3% | $4,248-46.9% |
| Participant deferral / active EE | $7,239 | $5,592+29.4% | $5,003+44.7% | $6,531+10.8% |
| Admin fee / account holder | $64,285 | $15,089+326.0% | $12,864+399.7% | $14,480+344.0% |