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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 | $88,447 | $178,174-50.4% | $156,181-43.4% | $137,256-35.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 14.63% | 84.19%-69.6pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,317 | $6,888-66.4% | $6,132-62.2% | $6,407-63.8% |
| Admin fee / account holder | $1,020 | $17,404-94.1% | $14,586-93.0% | $12,270-91.7% |