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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 | $93,705 | $181,896-48.5% | $156,551-40.1% | $273,972-65.8% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 9.09% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,125 | $6,248-66.0% | $5,501-61.4% | $4,869-56.4% |
| Participant deferral / active EE | $2,125 | $5,550-61.7% | $4,871-56.4% | $5,287-59.8% |
| Admin fee / account holder | $3,600 | $15,560-76.9% | $13,028-72.4% | $10,133-64.5% |