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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 | $33,950 | $162,967-79.2% | $135,792-75.0% | $138,895-75.6% |
| Participation rate | 72.2% | 78.3%-6.1pp | 72.6%-0.4pp | 79.9%-7.7pp |
| Annual return | 14.08% | 30.08%-16.0pp | 25.96%-11.9pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,471 | $4,211-41.3% | $3,496-29.3% | $4,194-41.1% |
| Participant deferral / active EE | $3,406 | $5,640-39.6% | $4,759-28.4% | $6,396-46.7% |
| Admin fee / account holder | $2,150 | $15,306-86.0% | $12,266-82.5% | $12,562-82.9% |