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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 | $111,710 | $182,442-38.8% | $163,379-31.6% | $138,895-19.6% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 60.64% | 72.74%-12.1pp | 63.41%-2.8pp | 145.39%-84.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,683 | $6,817-60.6% | $6,282-57.3% | $6,396-58.1% |
| Admin fee / account holder | $1,809 | $10,396-82.6% | $9,818-81.6% | $12,562-85.6% |