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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 | $72,655 | $181,896-60.1% | $156,551-53.6% | $273,972-73.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 7.77% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,733 | $6,248-56.3% | $5,501-50.3% | $4,869-43.9% |
| Participant deferral / active EE | $4,228 | $5,550-23.8% | $4,871-13.2% | $5,287-20.0% |
| Admin fee / account holder | $40,797 | $15,560+162.2% | $13,028+213.1% | $10,133+302.6% |