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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 | $97,900 | $162,136-39.6% | $152,301-35.7% | $154,746-36.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.55% | 91.02%-72.5pp | 80.50%-62.0pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,646 | $8,341-8.3% | $8,004-4.5% | $6,730+13.6% |
| Admin fee / account holder | $24,734 | $15,759+56.9% | $14,398+71.8% | $14,365+72.2% |