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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 | $183,627-82.4% | $155,602-79.2% | $145,978-77.9% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 21.18% | 61.32%-40.1pp | 64.81%-43.6pp | 550.52%-529.3pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,974 | $6,466-38.5% | $5,629-29.4% | $6,690-40.6% |
| Admin fee / account holder | $634 | $19,327-96.7% | $15,923-96.0% | $13,400-95.3% |