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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 | $97,289-37.6% | $92,805-34.6% | $155,188-60.9% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 16.42% | 29.03%-12.6pp | 31.59%-15.2pp | 148.84%-132.4pp |
| Employer contribution / active EE | $0 | $3,632-100.0% | $3,424-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,598 | $8,795-59.1% | $8,448-57.4% | $6,531-44.9% |
| Admin fee / account holder | $4,941 | $12,015-58.9% | $10,911-54.7% | $14,480-65.9% |