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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 | $38,753 | $99,345-61.0% | $84,753-54.3% | $273,972-85.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 13.21% | 22.93%-9.7pp | 22.78%-9.6pp | 41.46%-28.2pp |
| Employer contribution / active EE | $3,354 | $4,214-20.4% | $3,574-6.2% | $4,869-31.1% |
| Participant deferral / active EE | $6,350 | $4,270+48.7% | $3,712+71.1% | $5,287+20.1% |
| Admin fee / account holder | $98,970 | $6,645+1389.3% | $5,333+1755.8% | $10,133+876.7% |