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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 | $90,177 | $112,729-20.0% | $98,716-8.6% | $137,256-34.3% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.3%+7.6pp | 80.0%-3.0pp |
| Annual return | 13.47% | 38.48%-25.0pp | 31.81%-18.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,837 | $2,725-32.6% | $2,279-19.4% | $4,156-55.8% |
| Participant deferral / active EE | $3,611 | $4,640-22.2% | $4,048-10.8% | $6,407-43.6% |
| Admin fee / account holder | $37,350 | $10,129+268.8% | $8,703+329.2% | $12,270+204.4% |