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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 | $28,346 | $172,111-83.5% | $150,298-81.1% | $137,256-79.3% |
| Participation rate | 72.2% | 81.7%-9.5pp | 77.8%-5.5pp | 80.0%-7.7pp |
| Annual return | 13.81% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,624 | $6,166-57.4% | $5,453-51.9% | $6,407-59.0% |
| Admin fee / account holder | $1,591 | $16,471-90.3% | $14,116-88.7% | $12,270-87.0% |