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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 | $119,259 | $215,361-44.6% | $171,082-30.3% | $273,972-56.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 2.41% | 25.14%-22.7pp | 32.56%-30.1pp | 41.46%-39.0pp |
| Employer contribution / active EE | $3,798 | $4,967-23.5% | $4,002-5.1% | $4,869-22.0% |
| Participant deferral / active EE | $12,586 | $5,543+127.1% | $4,797+162.4% | $5,287+138.1% |
| Admin fee / account holder | $170,369 | $10,846+1470.8% | $8,520+1899.7% | $10,133+1581.4% |