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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 | $103,385-15.8% | $87,1040% | $152,870-43.0% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 18.68% | 28.10%-9.4pp | 28.19%-9.5pp | 345.34%-326.7pp |
| Employer contribution / active EE | $824 | $3,220-74.4% | $2,521-67.3% | $4,763-82.7% |
| Participant deferral / active EE | $2,723 | $4,778-43.0% | $4,049-32.8% | $5,850-53.5% |
| Admin fee / account holder | $5,211 | $12,192-57.3% | $7,490-30.4% | $11,597-55.1% |