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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 | $37,417 | $148,582-74.8% | $135,942-72.5% | $139,456-73.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 25.79% | 79.26%-53.5pp | 68.28%-42.5pp | 373.45%-347.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,075 | $8,101-62.0% | $7,759-60.4% | $6,711-54.2% |
| Admin fee / account holder | $2,055 | $12,402-83.4% | $10,764-80.9% | $11,407-82.0% |