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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 | $83,583 | $135,956-38.5% | $123,894-32.5% | $273,972-69.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.28% | 56.63%-52.4pp | 47.52%-43.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,735 | $6,343+21.9% | $5,984+29.3% | $5,287+46.3% |
| Admin fee / account holder | $15,683 | $9,817+59.7% | $8,357+87.7% | $10,133+54.8% |