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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 | $14,640 | $180,749-91.9% | $160,784-90.9% | $137,256-89.3% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 17.20% | 2234.46%-2217.3pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,739 | $6,844-45.4% | $6,293-40.6% | $6,407-41.6% |
| Admin fee / account holder | $4,303 | $10,397-58.6% | $9,717-55.7% | $12,270-64.9% |