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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 | $90,202 | $115,917-22.2% | $100,535-10.3% | $158,982-43.3% |
| Participation rate | 78.9% | 81.6%-2.7pp | 79.4%-0.5pp | 82.0%-3.0pp |
| Annual return | 12.16% | 34.80%-22.6pp | 30.90%-18.7pp | 302.99%-290.8pp |
| Employer contribution / active EE | $483 | $4,105-88.2% | $3,419-85.9% | $4,763-89.9% |
| Participant deferral / active EE | $4,297 | $6,677-35.6% | $6,271-31.5% | $5,983-28.2% |
| Admin fee / account holder | $1,656 | $11,002-84.9% | $8,085-79.5% | $11,252-85.3% |