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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 | $136,860-35.7% | $120,344-26.9% | $154,746-43.2% |
| Participation rate | 70.0% | 79.9%-9.9pp | 76.7%-6.7pp | 80.7%-10.7pp |
| Annual return | 11.68% | 21.38%-9.7pp | 20.30%-8.6pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,220 | $3,533-37.2% | $3,020-26.5% | $4,379-49.3% |
| Participant deferral / active EE | $4,421 | $5,793-23.7% | $5,135-13.9% | $6,730-34.3% |
| Admin fee / account holder | $8,109 | $15,393-47.3% | $12,742-36.4% | $14,365-43.6% |