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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 | $107,548 | $124,213-13.4% | $118,106-8.9% | $154,746-30.5% |
| Participation rate | 75.0% | 83.6%-8.6pp | 81.9%-6.9pp | 80.7%-5.7pp |
| Annual return | 15.01% | 18.29%-3.3pp | 19.44%-4.4pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,250 | $4,905-33.7% | $4,698-30.8% | $4,379-25.8% |
| Participant deferral / active EE | $2,536 | $6,859-63.0% | $6,619-61.7% | $6,730-62.3% |
| Admin fee / account holder | $70,856 | $9,627+636.0% | $8,973+689.7% | $14,365+393.2% |