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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 | $83,389 | $102,828-18.9% | $105,387-20.9% | $152,897-45.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 15.50% | 20.85%-5.4pp | 26.82%-11.3pp | 345.43%-329.9pp |
| Employer contribution / active EE | $1,288 | $4,473-71.2% | $4,213-69.4% | $4,764-73.0% |
| Participant deferral / active EE | $5,862 | $5,465+7.3% | $5,502+6.5% | $5,851+0.2% |
| Admin fee / account holder | $62,777 | $8,683+623.0% | $6,559+857.2% | $11,599+441.2% |