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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 | $84,834 | $132,310-35.9% | $105,754-19.8% | $273,972-69.0% |
| Participation rate | 77.8% | 83.2%-5.4pp | 78.9%-1.1pp | 83.0%-5.2pp |
| Annual return | 5.73% | 10.08%-4.3pp | 12.25%-6.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,945 | $4,867-18.9% | $4,079-3.3% | $4,869-19.0% |
| Participant deferral / active EE | $6,116 | $6,233-1.9% | $5,326+14.8% | $5,287+15.7% |
| Admin fee / account holder | $17,991 | $12,036+49.5% | $8,309+116.5% | $10,133+77.6% |