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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 | $130,671 | $155,555-16.0% | $146,866-11.0% | $155,188-15.8% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 14.81% | 115.41%-100.6pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,242 | $4,647-51.7% | $4,425-49.3% | $4,248-47.2% |
| Participant deferral / active EE | $5,191 | $8,044-35.5% | $7,759-33.1% | $6,531-20.5% |
| Admin fee / account holder | $45,684 | $14,755+209.6% | $13,620+235.4% | $14,480+215.5% |