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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 | $24,945 | $148,582-83.2% | $135,942-81.7% | $139,456-82.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.01% | 79.26%-62.2pp | 68.28%-51.3pp | 373.45%-356.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,381 | $8,101-58.3% | $7,759-56.4% | $6,711-49.6% |
| Admin fee / account holder | $841 | $12,402-93.2% | $10,764-92.2% | $11,407-92.6% |