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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 | $70,334 | $167,415-58.0% | $140,514-49.9% | $198,609-64.6% |
| Participation rate | 80.0% | 80.9%-0.9pp | 77.8%+2.2pp | 82.4%-2.4pp |
| Annual return | 9.00% | 13.85%-4.9pp | 14.36%-5.4pp | 202.70%-193.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,719 | $5,579-15.4% | $4,919-4.1% | $6,977-32.4% |
| Admin fee / account holder | $6,413 | $16,730-61.7% | $13,697-53.2% | $19,030-66.3% |