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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 | $45,753 | $105,158-56.5% | $94,672-51.7% | $139,487-67.2% |
| Participation rate | 76.2% | 82.4%-6.2pp | 80.8%-4.6pp | 80.3%-4.1pp |
| Annual return | 20.54% | 38.11%-17.6pp | 156.89%-136.3pp | 373.84%-353.3pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $8,139 | $7,599+7.1% | $7,417+9.7% | $6,713+21.2% |
| Admin fee / account holder | $3,615 | $8,972-59.7% | $7,222-49.9% | $11,407-68.3% |