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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 | $68,068 | $232,540-70.7% | $185,117-63.2% | $147,586-53.9% |
| Participation rate | 77.3% | 82.4%-5.1pp | 77.3%0pp | 82.8%-5.6pp |
| Annual return | 9.08% | 43.03%-34.0pp | 40.50%-31.4pp | 578.59%-569.5pp |
| Employer contribution / active EE | $1,717 | $5,195-67.0% | $4,182-59.0% | $4,876-64.8% |
| Participant deferral / active EE | $2,728 | $5,834-53.2% | $5,045-45.9% | $5,439-49.8% |
| Admin fee / account holder | $1,948 | $10,275-81.0% | $8,159-76.1% | $10,886-82.1% |