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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 | $74,283 | $105,623-29.7% | $87,502-15.1% | $273,972-72.9% |
| Participation rate | 70.0% | 78.2%-8.2pp | 73.8%-3.8pp | 83.0%-13.0pp |
| Annual return | 8.36% | 12.26%-3.9pp | 12.21%-3.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,612 | $3,141+46.9% | $2,550+80.9% | $4,869-5.3% |
| Participant deferral / active EE | $5,925 | $3,601+64.6% | $3,149+88.2% | $5,287+12.1% |
| Admin fee / account holder | $14,701 | $4,781+207.5% | $4,221+248.3% | $10,133+45.1% |