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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 | $167,415-35.9% | $140,514-23.6% | $198,609-45.9% |
| Participation rate | 73.3% | 80.9%-7.5pp | 77.8%-4.5pp | 82.4%-9.0pp |
| Annual return | 12.95% | 13.85%-0.9pp | 14.36%-1.4pp | 202.70%-189.7pp |
| Employer contribution / active EE | $2,046 | $4,088-49.9% | $3,378-39.4% | $5,055-59.5% |
| Participant deferral / active EE | $4,273 | $5,579-23.4% | $4,919-13.1% | $6,977-38.8% |
| Admin fee / account holder | $31,000 | $16,730+85.3% | $13,697+126.3% | $19,030+62.9% |