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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 | $37,602 | $185,312-79.7% | $161,489-76.7% | $154,746-75.7% |
| Participation rate | 73.7% | 82.5%-8.8pp | 78.7%-5.0pp | 80.7%-7.0pp |
| Annual return | 15.10% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,056 | $6,350-51.9% | $5,630-45.7% | $6,730-54.6% |
| Admin fee / account holder | $13,313 | $18,654-28.6% | $16,006-16.8% | $14,365-7.3% |