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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 | $39,227 | $97,020-59.6% | $83,322-52.9% | $135,379-71.0% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | 10.46% | 12.31%-1.9pp | 10.64%-0.2pp | 519.79%-509.3pp |
| Employer contribution / active EE | $2,146 | $4,144-48.2% | $3,379-36.5% | $4,779-55.1% |
| Participant deferral / active EE | $4,183 | $5,964-29.9% | $5,565-24.8% | $5,609-25.4% |
| Admin fee / account holder | $2,110 | $8,426-75.0% | $7,540-72.0% | $10,828-80.5% |