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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 | $39,557 | $225,673-82.5% | $203,872-80.6% | $155,188-74.5% |
| Participation rate | 71.4% | 80.3%-8.9pp | 77.8%-6.4pp | 80.8%-9.4pp |
| Annual return | 7.85% | 95.91%-88.1pp | 85.11%-77.3pp | 148.84%-141.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,118 | $6,893-40.3% | $6,388-35.5% | $6,531-37.0% |
| Admin fee / account holder | $9,275 | $12,327-24.8% | $11,730-20.9% | $14,480-35.9% |