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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 | $52,986 | $141,001-62.4% | $112,228-52.8% | $139,487-62.0% |
| Participation rate | 73.3% | 79.2%-5.9pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 12.49% | 32.75%-20.3pp | 30.23%-17.7pp | 373.84%-361.3pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,207 | $5,877-28.4% | $4,800-12.4% | $6,713-37.3% |
| Admin fee / account holder | $6,615 | $9,959-33.6% | $7,752-14.7% | $11,407-42.0% |