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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 | $87,957 | $167,415-47.5% | $140,514-37.4% | $198,609-55.7% |
| Participation rate | 70.0% | 80.9%-10.9pp | 77.8%-7.8pp | 82.4%-12.4pp |
| Annual return | 11.68% | 13.85%-2.2pp | 14.36%-2.7pp | 202.70%-191.0pp |
| Employer contribution / active EE | $2,220 | $4,088-45.7% | $3,378-34.3% | $5,055-56.1% |
| Participant deferral / active EE | $4,421 | $5,579-20.8% | $4,919-10.1% | $6,977-36.6% |
| Admin fee / account holder | $8,109 | $16,730-51.5% | $13,697-40.8% | $19,030-57.4% |