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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 | $43,241 | $166,131-74.0% | $164,975-73.8% | $145,877-70.4% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 18.90% | 100.37%-81.5pp | 70.12%-51.2pp | 551.28%-532.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,268 | $6,962-53.1% | $6,033-45.8% | $6,691-51.2% |
| Admin fee / account holder | $4,369 | $16,648-73.8% | $12,688-65.6% | $13,402-67.4% |