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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 | $61,908 | $157,276-60.6% | $141,177-56.1% | $152,885-59.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 21.44% | 64.33%-42.9pp | 71.40%-50.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,728 | $7,110-19.4% | $6,710-14.6% | $5,851-2.1% |
| Admin fee / account holder | $14,265 | $12,123+17.7% | $10,263+39.0% | $11,598+23.0% |