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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 | $136,860-48.6% | $120,344-41.6% | $154,746-54.5% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 9.00% | 21.38%-12.4pp | 20.30%-11.3pp | 172.34%-163.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,719 | $5,793-18.6% | $5,135-8.1% | $6,730-29.9% |
| Admin fee / account holder | $6,413 | $15,393-58.3% | $12,742-49.7% | $14,365-55.4% |