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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 | $69,754 | $174,379-60.0% | $152,093-54.1% | $138,895-49.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.79% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,000 | $6,159-35.1% | $5,451-26.6% | $6,396-37.5% |
| Admin fee / account holder | $5,267 | $16,880-68.8% | $14,497-63.7% | $12,562-58.1% |