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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 | $56,836 | $157,296-63.9% | $141,191-59.7% | $152,897-62.8% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 21.11% | 64.34%-43.2pp | 71.41%-50.3pp | 345.43%-324.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,048 | $7,111-14.9% | $6,710-9.9% | $5,851+3.4% |
| Admin fee / account holder | $5,588 | $12,125-53.9% | $10,264-45.6% | $11,599-51.8% |