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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 | $114,973 | $159,978-28.1% | $147,041-21.8% | $145,978-21.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 12.75% | 98.36%-85.6pp | 419.21%-406.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,584 | $8,429+61.2% | $8,071+68.3% | $6,690+103.1% |
| Admin fee / account holder | $26,099 | $15,053+73.4% | $13,006+100.7% | $13,400+94.8% |