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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 | $69,203 | $136,307-49.2% | $106,619-35.1% | $273,972-74.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 78.0%+7.7pp | 83.0%+2.7pp |
| Annual return | 5.89% | 11.05%-5.2pp | 9.42%-3.5pp | 41.46%-35.6pp |
| Employer contribution / active EE | $8,400 | $5,190+61.9% | $3,947+112.8% | $4,869+72.5% |
| Participant deferral / active EE | $7,992 | $4,969+60.8% | $3,930+103.4% | $5,287+51.2% |
| Admin fee / account holder | $262,062 | $8,625+2938.5% | $6,418+3983.1% | $10,133+2486.3% |