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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 | $75,790 | $115,225-34.2% | $100,712-24.7% | $138,895-45.4% |
| Participation rate | 70.6% | 74.3%-3.7pp | 69.3%+1.3pp | 79.9%-9.3pp |
| Annual return | 13.80% | 40.35%-26.5pp | 33.27%-19.5pp | 145.39%-131.6pp |
| Employer contribution / active EE | $4,592 | $2,771+65.7% | $2,313+98.5% | $4,194+9.5% |
| Participant deferral / active EE | $6,581 | $4,699+40.0% | $4,085+61.1% | $6,396+2.9% |
| Admin fee / account holder | $92,993 | $10,844+757.6% | $9,256+904.7% | $12,562+640.3% |