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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 | $155,555-70.6% | $146,866-68.9% | $155,188-70.6% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.5%-6.3pp | 80.8%-4.6pp |
| Annual return | 16.97% | 115.41%-98.4pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,621 | $8,044-55.0% | $7,759-53.3% | $6,531-44.6% |
| Admin fee / account holder | $1,288 | $14,755-91.3% | $13,620-90.5% | $14,480-91.1% |