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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 | $179,958 | $212,777-15.4% | $173,703+3.6% | $198,609-9.4% |
| Participation rate | 73.3% | 81.1%-7.7pp | 75.9%-2.6pp | 82.4%-9.0pp |
| Annual return | 11.75% | 18.82%-7.1pp | 17.46%-5.7pp | 202.70%-190.9pp |
| Employer contribution / active EE | $2,530 | $5,214-51.5% | $4,288-41.0% | $5,055-50.0% |
| Participant deferral / active EE | $2,953 | $5,697-48.2% | $4,854-39.2% | $6,977-57.7% |
| Admin fee / account holder | $91,457 | $19,536+368.2% | $15,562+487.7% | $19,030+380.6% |