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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 | $172,111-78.2% | $150,298-75.0% | $137,256-72.6% |
| Participation rate | 73.7% | 81.7%-8.0pp | 77.8%-4.1pp | 80.0%-6.3pp |
| Annual return | 15.10% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,056 | $6,166-50.4% | $5,453-44.0% | $6,407-52.3% |
| Admin fee / account holder | $13,313 | $16,471-19.2% | $14,116-5.7% | $12,270+8.5% |