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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 | $42,399 | $175,231-75.8% | $149,696-71.7% | $139,466-69.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.30% | 166.77%-146.5pp | 134.46%-114.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,128 | $6,521-52.0% | $5,682-44.9% | $6,712-53.4% |
| Admin fee / account holder | $437 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |