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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 | $92,922 | $111,814-16.9% | $103,378-10.1% | $145,978-36.3% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 9.44% | 24.80%-15.4pp | 24.91%-15.5pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,240 | $4,215-46.9% | $3,870-42.1% | $4,662-52.0% |
| Participant deferral / active EE | $2,537 | $5,618-54.8% | $5,058-49.8% | $6,690-62.1% |
| Admin fee / account holder | $37,225 | $9,764+281.3% | $8,401+343.1% | $13,400+177.8% |