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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 | $37,669 | $157,304-76.1% | $141,197-73.3% | $152,909-75.4% |
| Participation rate | 78.6% | 84.8%-6.3pp | 82.5%-3.9pp | 82.5%-3.9pp |
| Annual return | 15.11% | 64.34%-49.2pp | 71.41%-56.3pp | 345.46%-330.4pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,531 | $7,111-64.4% | $6,710-62.3% | $5,851-56.7% |
| Admin fee / account holder | $12,107 | $12,126-0.2% | $10,265+17.9% | $11,601+4.4% |