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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 | $107,381 | $124,425-13.7% | $112,040-4.2% | $137,256-21.8% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 12.95% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,046 | $3,411-40.0% | $2,954-30.7% | $4,156-50.8% |
| Participant deferral / active EE | $4,273 | $5,718-25.3% | $5,098-16.2% | $6,407-33.3% |
| Admin fee / account holder | $31,000 | $15,207+103.9% | $12,098+156.2% | $12,270+152.6% |