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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 | $60,605 | $135,956-55.4% | $123,894-51.1% | $273,972-77.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 3.77% | 56.63%-52.9pp | 47.52%-43.7pp | 41.46%-37.7pp |
| Employer contribution / active EE | $1,654 | $5,170-68.0% | $4,617-64.2% | $4,869-66.0% |
| Participant deferral / active EE | $2,722 | $6,343-57.1% | $5,984-54.5% | $5,287-48.5% |
| Admin fee / account holder | $29,981 | $9,817+205.4% | $8,357+258.7% | $10,133+195.9% |