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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 | $102,074 | $181,896-43.9% | $156,551-34.8% | $273,972-62.7% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 5.35% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,998 | $6,248-68.0% | $5,501-63.7% | $4,869-59.0% |
| Participant deferral / active EE | $3,995 | $5,550-28.0% | $4,871-18.0% | $5,287-24.5% |
| Admin fee / account holder | $27,790 | $15,560+78.6% | $13,028+113.3% | $10,133+174.3% |