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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 | $53,745 | $153,769-65.0% | $133,975-59.9% | $273,972-80.4% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.1%-17.1pp | 83.0%-13.0pp |
| Annual return | 6.34% | 36.51%-30.2pp | 29.29%-23.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,611 | $6,958-48.1% | $6,282-42.5% | $5,287-31.7% |
| Admin fee / account holder | $556 | $11,765-95.3% | $9,324-94.0% | $10,133-94.5% |