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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 | $44,067 | $176,120-75.0% | $159,487-72.4% | $167,553-73.7% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 13.79% | 331.95%-318.2pp | 263.71%-249.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,813 | $7,752-37.9% | $7,354-34.5% | $6,343-24.1% |
| Admin fee / account holder | $1,019 | $12,561-91.9% | $10,804-90.6% | $12,316-91.7% |