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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 | $92,462 | $154,467-40.1% | $130,270-29.0% | $139,487-33.7% |
| Participation rate | 70.8% | 79.9%-9.1pp | 76.3%-5.4pp | 80.3%-9.5pp |
| Annual return | 13.30% | 30.58%-17.3pp | 38.89%-25.6pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,932 | $5,175-43.3% | $4,128-29.0% | $4,755-38.3% |
| Participant deferral / active EE | $5,505 | $8,497-35.2% | $6,797-19.0% | $6,713-18.0% |
| Admin fee / account holder | $23,441 | $9,222+154.2% | $6,022+289.2% | $11,407+105.5% |