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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 | $61,527 | $90,486-32.0% | $78,676-21.8% | $273,972-77.5% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 0.00% | 75.62%-75.6pp | 62.19%-62.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $814 | $3,175-74.4% | $2,850-71.4% | $4,869-83.3% |
| Participant deferral / active EE | $3,404 | $3,901-12.7% | $3,517-3.2% | $5,287-35.6% |
| Admin fee / account holder | $1,279 | $5,263-75.7% | $4,510-71.6% | $10,133-87.4% |