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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 | $50,908 | $154,193-67.0% | $130,045-60.9% | $139,466-63.5% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.5%+3.3pp | 80.3%+1.5pp |
| Annual return | 19.79% | 32.51%-12.7pp | -137.30%+157.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,406 | $6,709-19.4% | $5,820-7.1% | $6,712-19.5% |
| Admin fee / account holder | $1,246 | $13,989-91.1% | $10,600-88.2% | $11,409-89.1% |