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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 | $93,253 | $165,399-43.6% | $149,745-37.7% | $158,982-41.3% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 10.47% | 348.34%-337.9pp | 276.72%-266.3pp | 302.99%-292.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,987 | $7,183+39.0% | $6,843+45.9% | $5,983+66.9% |
| Admin fee / account holder | $426 | $10,811-96.1% | $9,312-95.4% | $11,252-96.2% |