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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 | $53,987 | $165,381-67.4% | $149,730-63.9% | $158,966-66.0% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 14.96% | 348.29%-333.3pp | 276.70%-261.7pp | 302.95%-288.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,779 | $7,182-5.6% | $6,843-0.9% | $5,983+13.3% |
| Admin fee / account holder | $18,853 | $10,809+74.4% | $9,310+102.5% | $11,250+67.6% |