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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 | $58,254 | $181,896-68.0% | $156,551-62.8% | $273,972-78.7% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 6.29% | 30.74%-24.5pp | 32.23%-25.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,653 | $6,248-73.5% | $5,501-69.9% | $4,869-66.0% |
| Participant deferral / active EE | $3,302 | $5,550-40.5% | $4,871-32.2% | $5,287-37.6% |
| Admin fee / account holder | $36,333 | $15,560+133.5% | $13,028+178.9% | $10,133+258.6% |