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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 | $154,228-60.0% | $145,433-57.6% | $137,256-55.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 27.71% | 74.59%-46.9pp | 66.58%-38.9pp | 220.34%-192.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,309 | $8,216+49.8% | $7,897+55.9% | $6,407+92.1% |
| Admin fee / account holder | $44,654 | $14,344+211.3% | $13,129+240.1% | $12,270+263.9% |