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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 | $83,349 | $124,351-33.0% | $109,188-23.7% | $167,553-50.3% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 12.79% | 26.04%-13.3pp | 25.76%-13.0pp | 478.89%-466.1pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $8,125 | $5,257+54.6% | $4,654+74.6% | $6,343+28.1% |
| Admin fee / account holder | $866 | $7,975-89.1% | $6,755-87.2% | $12,316-93.0% |