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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 | $22,730 | $165,381-86.3% | $149,730-84.8% | $158,966-85.7% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 15.35% | 348.29%-332.9pp | 276.70%-261.3pp | 302.95%-287.6pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,136 | $7,182-42.4% | $6,843-39.6% | $5,983-30.9% |
| Admin fee / account holder | $380 | $10,809-96.5% | $9,310-95.9% | $11,250-96.6% |