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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 | $70,119 | $124,425-43.6% | $112,040-37.4% | $137,256-48.9% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.5%-4.3pp | 80.0%-7.7pp |
| Annual return | 12.62% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $3,043 | $3,411-10.8% | $2,954+3.0% | $4,156-26.8% |
| Participant deferral / active EE | $11,857 | $5,718+107.3% | $5,098+132.6% | $6,407+85.1% |
| Admin fee / account holder | $105,055 | $15,207+590.9% | $12,098+768.4% | $12,270+756.2% |