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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 | $45,030 | $70,366-36.0% | $66,674-32.5% | $138,895-67.6% |
| Participation rate | 71.4% | 76.2%-4.7pp | 73.7%-2.2pp | 79.9%-8.5pp |
| Annual return | 15.13% | 386.41%-371.3pp | 321.24%-306.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $418 | $2,765-84.9% | $2,620-84.1% | $4,194-90.0% |
| Participant deferral / active EE | $3,253 | $4,374-25.6% | $4,084-20.3% | $6,396-49.1% |
| Admin fee / account holder | $4,237 | $5,262-19.5% | $5,098-16.9% | $12,562-66.3% |