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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 | $156,398-60.6% | $147,318-58.1% | $138,895-55.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 27.71% | 78.75%-51.0pp | 70.43%-42.7pp | 145.39%-117.7pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,309 | $8,237+49.4% | $7,906+55.7% | $6,396+92.4% |
| Admin fee / account holder | $44,654 | $14,976+198.2% | $13,708+225.8% | $12,562+255.5% |