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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 | $72,448 | $181,896-60.2% | $156,551-53.7% | $273,972-73.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 3.71% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,284 | $6,248-63.4% | $5,501-58.5% | $4,869-53.1% |
| Participant deferral / active EE | $5,237 | $5,550-5.6% | $4,871+7.5% | $5,287-1.0% |
| Admin fee / account holder | $11,085 | $15,560-28.8% | $13,028-14.9% | $10,133+9.4% |