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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 | $63,332 | $117,904-46.3% | $102,457-38.2% | $145,978-56.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.10% | 31.80%-21.7pp | 29.41%-19.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,341 | $3,613-35.2% | $3,022-22.5% | $4,662-49.8% |
| Participant deferral / active EE | $6,154 | $5,733+7.3% | $5,054+21.7% | $6,690-8.0% |
| Admin fee / account holder | $35,856 | $13,329+169.0% | $9,451+279.4% | $13,400+167.6% |