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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 | $100,513 | $115,917-13.3% | $100,5350% | $158,982-36.8% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 14.05% | 34.80%-20.7pp | 30.90%-16.8pp | 302.99%-288.9pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,196 | $6,677-37.2% | $6,271-33.1% | $5,983-29.9% |
| Admin fee / account holder | $1,081 | $11,002-90.2% | $8,085-86.6% | $11,252-90.4% |