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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 | $33,658 | $90,486-62.8% | $78,676-57.2% | $273,972-87.7% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 8.17% | 75.62%-67.5pp | 62.19%-54.0pp | 41.46%-33.3pp |
| Employer contribution / active EE | $924 | $3,175-70.9% | $2,850-67.6% | $4,869-81.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,616 | $5,263-69.3% | $4,510-64.2% | $10,133-84.1% |