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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 | $62,212 | $162,785-61.8% | $133,959-53.6% | $158,950-60.9% |
| Participation rate | 78.6% | 83.2%-4.7pp | 79.8%-1.3pp | 82.0%-3.4pp |
| Annual return | 7.22% | 41.94%-34.7pp | 45.09%-37.9pp | 302.91%-295.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $526 | $11,738-95.5% | $8,928-94.1% | $11,248-95.3% |