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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 | $136,860-21.5% | $120,344-10.8% | $154,746-30.6% |
| Participation rate | 73.3% | 79.9%-6.6pp | 76.7%-3.4pp | 80.7%-7.4pp |
| Annual return | 12.95% | 21.38%-8.4pp | 20.30%-7.4pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,046 | $3,533-42.1% | $3,020-32.3% | $4,379-53.3% |
| Participant deferral / active EE | $4,273 | $5,793-26.2% | $5,135-16.8% | $6,730-36.5% |
| Admin fee / account holder | $31,000 | $15,393+101.4% | $12,742+143.3% | $14,365+115.8% |