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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 | $151,204 | $181,896-16.9% | $156,551-3.4% | $273,972-44.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.26% | 30.74%-23.5pp | 32.23%-25.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,958 | $6,248-36.7% | $5,501-28.1% | $4,869-18.7% |
| Participant deferral / active EE | $4,708 | $5,550-15.2% | $4,871-3.4% | $5,287-11.0% |
| Admin fee / account holder | $23,970 | $15,560+54.0% | $13,028+84.0% | $10,133+136.6% |