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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 | $82,741 | $215,361-61.6% | $171,082-51.6% | $273,972-69.8% |
| Participation rate | 83.3% | 82.0%+1.3pp | 76.7%+6.6pp | 83.0%+0.3pp |
| Annual return | 5.66% | 25.14%-19.5pp | 32.56%-26.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,670 | $4,967-46.2% | $4,002-33.3% | $4,869-45.2% |
| Participant deferral / active EE | $4,554 | $5,543-17.9% | $4,797-5.1% | $5,287-13.9% |
| Admin fee / account holder | $20,692 | $10,846+90.8% | $8,520+142.9% | $10,133+104.2% |