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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 | $36,177 | $174,379-79.3% | $152,093-76.2% | $138,895-74.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 18.70% | 74.86%-56.2pp | 66.36%-47.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,640 | $6,159-8.4% | $5,451+3.5% | $6,396-11.8% |
| Admin fee / account holder | $649 | $16,880-96.2% | $14,497-95.5% | $12,562-94.8% |