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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 | $90,823 | $211,239-57.0% | $178,528-49.1% | $145,877-37.7% |
| Participation rate | 73.3% | 80.8%-7.5pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 9.57% | 30.22%-20.7pp | 27.11%-17.5pp | 551.28%-541.7pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,565 | $6,963-48.8% | $6,278-43.2% | $6,691-46.7% |
| Admin fee / account holder | $512 | $12,095-95.8% | $10,419-95.1% | $13,402-96.2% |