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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 | $111,612 | $208,088-46.4% | $186,193-40.1% | $154,746-27.9% |
| Participation rate | 76.9% | 80.0%-3.1pp | 77.1%-0.2pp | 80.7%-3.8pp |
| Annual return | 11.32% | 89.97%-78.7pp | 78.03%-66.7pp | 172.34%-161.0pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,025 | $7,078-29.0% | $6,513-22.8% | $6,730-25.3% |
| Admin fee / account holder | $9,766 | $11,698-16.5% | $11,058-11.7% | $14,365-32.0% |