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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 | $13,471 | $172,111-92.2% | $150,298-91.0% | $137,256-90.2% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 54.53% | 69.37%-14.8pp | 62.79%-8.3pp | 220.34%-165.8pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,157 | $6,166-16.4% | $5,453-5.4% | $6,407-19.5% |
| Admin fee / account holder | $1,461 | $16,471-91.1% | $14,116-89.7% | $12,270-88.1% |