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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 | $19,752 | $175,231-88.7% | $149,696-86.8% | $139,466-85.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 14.85% | 166.77%-151.9pp | 134.46%-119.6pp | 373.66%-358.8pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,553 | $6,521-30.2% | $5,682-19.9% | $6,712-32.2% |
| Admin fee / account holder | $1,180 | $16,155-92.7% | $13,212-91.1% | $11,409-89.7% |