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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 | $87,081 | $103,393-15.8% | $87,1030% | $152,909-43.1% |
| Participation rate | 73.7% | 79.4%-5.7pp | 76.9%-3.2pp | 82.5%-8.8pp |
| Annual return | 18.68% | 28.10%-9.4pp | 28.19%-9.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $824 | $3,221-74.4% | $2,521-67.3% | $4,764-82.7% |
| Participant deferral / active EE | $2,723 | $4,778-43.0% | $4,049-32.7% | $5,851-53.5% |
| Admin fee / account holder | $5,211 | $12,195-57.3% | $7,491-30.4% | $11,601-55.1% |