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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 | $148,629-83.2% | $135,982-81.7% | $139,487-82.1% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 17.01% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,381 | $8,102-58.3% | $7,760-56.4% | $6,713-49.6% |
| Admin fee / account holder | $841 | $12,406-93.2% | $10,767-92.2% | $11,407-92.6% |