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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 | $60,734 | $107,666-43.6% | $102,184-40.6% | $154,746-60.8% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 16.42% | 29.33%-12.9pp | 31.58%-15.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,598 | $8,719-58.7% | $8,309-56.7% | $6,730-46.5% |
| Admin fee / account holder | $4,941 | $12,943-61.8% | $11,609-57.4% | $14,365-65.6% |