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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 | $51,620 | $108,942-52.6% | $100,415-48.6% | $145,897-64.6% |
| Participation rate | 72.7% | 83.0%-10.3pp | 81.5%-8.8pp | 80.3%-7.6pp |
| Annual return | 10.67% | 58.27%-47.6pp | 49.47%-38.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,795 | $8,461-67.0% | $8,091-65.5% | $6,689-58.2% |
| Admin fee / account holder | $1,785 | $9,702-81.6% | $7,906-77.4% | $13,390-86.7% |