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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 | $113,425 | $209,336-45.8% | $197,124-42.5% | $137,256-17.4% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 18.39% | 48.09%-29.7pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,640 | $9,614-51.7% | $9,135-49.2% | $6,407-27.6% |
| Admin fee / account holder | $732 | $17,308-95.8% | $16,298-95.5% | $12,270-94.0% |