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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 | $210,698-56.9% | $178,014-49.0% | $145,959-37.8% |
| Participation rate | 73.3% | 80.8%-7.4pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 9.57% | 386.27%-376.7pp | 294.80%-285.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,565 | $6,958-48.8% | $6,276-43.2% | $6,689-46.7% |
| Admin fee / account holder | $512 | $12,016-95.7% | $10,362-95.1% | $13,398-96.2% |