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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 | $104,299 | $148,623-29.8% | $135,974-23.3% | $139,466-25.2% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 13.75% | 79.30%-65.5pp | 68.30%-54.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,303 | $8,103-34.5% | $7,760-31.7% | $6,712-21.0% |
| Admin fee / account holder | $6,131 | $12,406-50.6% | $10,767-43.1% | $11,409-46.3% |