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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 | $32,298 | $183,539-82.4% | $155,556-79.2% | $145,897-77.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 21.18% | 61.31%-40.1pp | 64.84%-43.7pp | 552.29%-531.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,974 | $6,467-38.5% | $5,631-29.4% | $6,689-40.6% |
| Admin fee / account holder | $634 | $19,275-96.7% | $15,885-96.0% | $13,390-95.3% |