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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 | $53,453 | $107,809-50.4% | $97,032-44.9% | $155,188-65.6% |
| Participation rate | 71.4% | 75.5%-4.0pp | 71.6%-0.1pp | 80.8%-9.4pp |
| Annual return | 19.44% | 38.06%-18.6pp | 35.38%-15.9pp | 148.84%-129.4pp |
| Employer contribution / active EE | $972 | $2,911-66.6% | $2,629-63.0% | $4,248-77.1% |
| Participant deferral / active EE | $3,799 | $5,129-25.9% | $4,672-18.7% | $6,531-41.8% |
| Admin fee / account holder | $4,444 | $10,717-58.5% | $9,418-52.8% | $14,480-69.3% |