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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 | $27,401 | $148,582-81.6% | $135,942-79.8% | $139,456-80.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 19.85% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,483 | $8,101+4.7% | $7,759+9.3% | $6,711+26.4% |
| Admin fee / account holder | $6,898 | $12,402-44.4% | $10,764-35.9% | $11,407-39.5% |