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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 | $114,819 | $135,956-15.5% | $123,894-7.3% | $273,972-58.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.66% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.8pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,245 | $6,343-33.1% | $5,984-29.1% | $5,287-19.7% |
| Admin fee / account holder | $3,247 | $9,817-66.9% | $8,357-61.1% | $10,133-68.0% |