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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 | $82,582 | $148,629-44.4% | $135,982-39.3% | $139,487-40.8% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 12.30% | 79.33%-67.0pp | 68.32%-56.0pp | 373.84%-361.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $14,714 | $8,102+81.6% | $7,760+89.6% | $6,713+119.2% |
| Admin fee / account holder | $30,895 | $12,406+149.0% | $10,767+186.9% | $11,407+170.8% |