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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 | $60,653 | $80,992-25.1% | $96,534-37.2% | $75,173-19.3% |
| Participation rate | 70.0% | 71.8%-1.8pp | 76.0%-6.0pp | 67.2%+2.8pp |
| Annual return | 24.21% | 27.05%-2.8pp | 25.88%-1.7pp | 160.72%-136.5pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,224 | $3,929-43.4% | $4,851-54.2% | $4,126-46.1% |
| Admin fee / account holder | $1,085 | $6,717-83.8% | $8,253-86.9% | $5,651-80.8% |