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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 | $108,488 | $135,956-20.2% | $123,894-12.4% | $273,972-60.4% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 5.08% | 56.63%-51.5pp | 47.52%-42.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $2,518 | $5,170-51.3% | $4,617-45.5% | $4,869-48.3% |
| Participant deferral / active EE | $4,243 | $6,343-33.1% | $5,984-29.1% | $5,287-19.7% |
| Admin fee / account holder | $50,030 | $9,817+409.6% | $8,357+498.6% | $10,133+393.8% |