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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 | $148,623-74.8% | $135,974-72.5% | $139,466-73.2% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 25.79% | 79.30%-53.5pp | 68.30%-42.5pp | 373.66%-347.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,075 | $8,103-62.0% | $7,760-60.4% | $6,712-54.2% |
| Admin fee / account holder | $2,055 | $12,406-83.4% | $10,767-80.9% | $11,409-82.0% |