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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 | $71,925 | $110,337-34.8% | $102,383-29.7% | $145,877-50.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.26% | 24.83%-15.6pp | 24.94%-15.7pp | 551.28%-542.0pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,474 | $5,621-38.2% | $5,060-31.3% | $6,691-48.1% |
| Admin fee / account holder | $1,448 | $9,750-85.2% | $8,391-82.7% | $13,402-89.2% |