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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 | $66,800 | $135,956-50.9% | $123,894-46.1% | $273,972-75.6% |
| Participation rate | 70.6% | 84.1%-13.5pp | 81.4%-10.8pp | 83.0%-12.4pp |
| Annual return | 4.74% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $848 | $5,170-83.6% | $4,617-81.6% | $4,869-82.6% |
| Participant deferral / active EE | $2,881 | $6,343-54.6% | $5,984-51.9% | $5,287-45.5% |
| Admin fee / account holder | $3,061 | $9,817-68.8% | $8,357-63.4% | $10,133-69.8% |