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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 | $61,673 | $196,972-68.7% | $182,262-66.2% | $198,609-68.9% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 27.71% | 158.27%-130.6pp | 140.60%-112.9pp | 202.70%-175.0pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $12,309 | $8,643+42.4% | $8,276+48.7% | $6,977+76.4% |
| Admin fee / account holder | $44,654 | $18,429+142.3% | $16,712+167.2% | $19,030+134.6% |