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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 | $77,116 | $154,193-50.0% | $130,045-40.7% | $139,466-44.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 16.33% | 32.51%-16.2pp | -137.30%+153.6pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,193 | $6,709+66.8% | $5,820+92.3% | $6,712+66.8% |
| Admin fee / account holder | $872 | $13,989-93.8% | $10,600-91.8% | $11,409-92.4% |