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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 | $148,287 | $215,361-31.1% | $171,082-13.3% | $273,972-45.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 9.76% | 25.14%-15.4pp | 32.56%-22.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $2,608 | $4,967-47.5% | $4,002-34.8% | $4,869-46.4% |
| Participant deferral / active EE | $7,496 | $5,543+35.2% | $4,797+56.2% | $5,287+41.8% |
| Admin fee / account holder | $19,135 | $10,846+76.4% | $8,520+124.6% | $10,133+88.8% |