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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 | $40,878 | $114,119-64.2% | $107,187-61.9% | $138,895-70.6% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 16.35% | 273.21%-256.9pp | 204.55%-188.2pp | 145.39%-129.0pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,633 | $5,538-34.4% | $5,096-28.7% | $6,396-43.2% |
| Admin fee / account holder | $2,313 | $10,024-76.9% | $9,162-74.8% | $12,562-81.6% |