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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 | $54,493 | $157,304-65.4% | $141,197-61.4% | $152,909-64.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 29.91% | 64.34%-34.4pp | 71.41%-41.5pp | 345.46%-315.5pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,117 | $7,111-42.1% | $6,710-38.6% | $5,851-29.6% |
| Admin fee / account holder | $4,933 | $12,126-59.3% | $10,265-51.9% | $11,601-57.5% |