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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 | $130,600 | $185,141-29.5% | $153,416-14.9% | $155,188-15.8% |
| Participation rate | 75.0% | 79.9%-4.9pp | 74.3%+0.7pp | 80.8%-5.8pp |
| Annual return | 14.59% | 18.72%-4.1pp | 17.84%-3.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $2,971 | $4,489-33.8% | $3,764-21.1% | $4,248-30.0% |
| Participant deferral / active EE | $4,703 | $5,477-14.1% | $4,723-0.4% | $6,531-28.0% |
| Admin fee / account holder | $33,113 | $16,005+106.9% | $13,095+152.9% | $14,480+128.7% |