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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 | $185,312-80.5% | $161,489-77.6% | $154,746-76.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 18.70% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,640 | $6,350-11.2% | $5,630+0.2% | $6,730-16.2% |
| Admin fee / account holder | $649 | $18,654-96.5% | $16,006-95.9% | $14,365-95.5% |