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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 | $212,386-46.6% | $199,883-43.3% | $138,895-18.3% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.8%-16.8pp | 79.9%-9.9pp |
| Annual return | 18.39% | 47.75%-29.4pp | 43.81%-25.4pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,640 | $9,617-51.8% | $9,138-49.2% | $6,396-27.5% |
| Admin fee / account holder | $732 | $18,233-96.0% | $17,268-95.8% | $12,562-94.2% |