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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 | $45,670 | $162,136-71.8% | $152,301-70.0% | $154,746-70.5% |
| Participation rate | 76.2% | 84.1%-7.9pp | 82.4%-6.3pp | 80.7%-4.5pp |
| Annual return | 16.97% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,621 | $8,341-56.6% | $8,004-54.8% | $6,730-46.2% |
| Admin fee / account holder | $1,288 | $15,759-91.8% | $14,398-91.1% | $14,365-91.0% |