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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 | $124,425-28.1% | $112,040-20.1% | $137,256-34.8% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 16.39% | 24.72%-8.3pp | 24.52%-8.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,258 | $3,411-33.8% | $2,954-23.6% | $4,156-45.7% |
| Participant deferral / active EE | $7,239 | $5,718+26.6% | $5,098+42.0% | $6,407+13.0% |
| Admin fee / account holder | $64,285 | $15,207+322.7% | $12,098+431.4% | $12,270+423.9% |