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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 | $43,864 | $168,635-74.0% | $147,617-70.3% | $125,389-65.0% |
| Participation rate | 92.9% | 88.8%+4.1pp | 84.6%+8.2pp | 83.2%+9.7pp |
| Annual return | 3.31% | 77.65%-74.3pp | 61.98%-58.7pp | 282.24%-278.9pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,659 | $5,507-15.4% | $4,895-4.8% | $5,352-12.9% |
| Admin fee / account holder | $2,337 | $13,580-82.8% | $11,612-79.9% | $9,541-75.5% |